| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees may be negotiated and may be lower than the rates noted in the standard fee schedule.
1138 N Alma School Rd, Suite 201, Mesa, AZ, 85201
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Casey is an insurance agent with Public Safety Financial Insurance, authorized to sell fixed annuities, and spends minimal time on this. Casey also owns and manages multiple rental properties through Myles Navarra LLC, Flagstaff Beech LLC, Moses Vista LLC, and Lincoln Rochester LLC, dedicating minimal time to each.