| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 0.01% |
| $750K - $1.5M | 0.01% |
| $1.5M - $3.0M | 0.01% |
| $3M+ | 0.01% |
Fees are negotiable within the fee schedule.
8160 Perry Highway, Pittsburgh, PA, 15237
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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 →Colin is involved in insurance sales, specifically life, long-term care, and fixed annuities, through West Advisory Group since December 2022. This activity takes about a quarter of his time, including time during securities trading hours.