| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are generally negotiable.
1515 S. Federal Highway, Suite 302, Boca Raton, FL, 33432
Get directionsSteven uses SET Wealth to track insurance commissions and works as an insurance agent with multiple companies, earning commissions from insurance and annuity sales, dedicating nearly full-time hours to these activities. He also owns rental properties, Vineyards and Cimarron, with no involvement in day-to-day activities.