| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Subject to a $300 minimum quarterly fee (not to exceed 3% of a client’s assets under management)
900 North Shore Drive Suite 279, Lake Bluff, IL, 60044
Get directionsJohn is the President of Premier Financial Services, providing accounting and tax preparation services, dedicating about 10-20% of his time. He is also an insurance agent selling various insurance products and a co-trustee for his deceased mother's trust account.