| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.15% |
| $5M+ | 1.15% |
Fees are negotiable for assets over $5,000,000. This schedule is for the Active Strategy. The Passive Strategy has lower fees.
39555 Orchard Hill Place, Suite 100, Novi, MI, 48375
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Learn about disclosures →Tristan works for Richard W. Paul & Associates, LLC as a Client Service Specialist and Insurance Agent, assisting in servicing annuity client accounts. This takes a few hours per week.