| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are generally negotiable.
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Learn about disclosures →Brett is an insurance agent selling insurance products and services, dedicating about half of his time to this activity. He also operates as Maggard Wealth Management, focusing on sales and service, which occupies nearly all of his time.