| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,001.
Conroe, TX
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Learn about disclosures →Edward is an insurance agent at Forthright Capital Partners, LLC, an insurance agency, since March 2024. He dedicates about half of his time to soliciting individual life insurance and fixed annuity products.