| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.5M | 1.30% |
| $1.5M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable for accounts over $10 Million.
270 W. Plant Street, Ste. 240, Winter Garden, FL, 34787
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Learn about disclosures →Luis is involved in several business activities, including insurance sales and services with The LifeWealth Group since 2022, and working as a Registered Representative for Madison Avenue Securities, dedicating full-time hours to securities sales and services. He also serves as a Chapter Advisory Board Member for Theta Chi Fraternity and works as an Investment Advisor Representative for LifeWealth Investments, LLC full-time.