| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees may be negotiated.
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Learn about disclosures →Matthew is an employee/sales associate at CPS Insurance Services since 2016, spending about a quarter of his time there. He is also a registered representative/broker dealer with Capital Synergy Partners, Inc. since 2018 and a registered representative with CPS Financial & Insurance Services, Inc. since 2019.