| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than the maximum 2% as stated in this Form ADV and the Agreement.
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ, 85040
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Learn about disclosures →Alex is an independent insurance agent since 2008, selling insurance products and dedicating a few hours per week to this activity. Alex also works as a marketing director for A4 Digital, providing online advertising/marketing services, which takes up more than full-time hours.