| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.32% |
15 Halton Green Way, Greenville, SC, 29607
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Learn about disclosures →Jason is an independent insurance agent since 2017, dedicating a few hours per week to insurance sales and services. He is also a real estate sales associate since 2024, spending minimal time on this activity and will not solicit RIA clients for this service.