| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.10% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
706 N Main St, Ofallon, MO, 63366
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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 →Eusevius works as an independent insurance agent for Wholehan Marketing, selling life, health, disability, and annuity policies. He dedicates approximately 60 hours per month to this business, including time during securities trading hours.