| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees above $20,000,000 are negotiated.
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Brittany works as an agent for Financial Security Group, Inc., selling life and health insurance and providing financial advisory services since 2019. This takes nearly full-time hours.