| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are generally negotiable.
6100 Oak Tree Blvd South, Suite 130, Independence, OH, 44131
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Learn about disclosures →William is a principal at United Brokerage Group MPD LLC, an insurance agency, since 2007. He provides product and underwriting knowledge to independent insurance agents and agencies, dedicating a few hours per week to this activity.