| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are generally negotiable.
1515 S. Federal Highway, Suite 302, Boca Raton, FL, 33432
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Learn about disclosures →Nathaniel is an insurance agent selling insurance products and services since July 2024. This takes about half of his time, with approximately 20 hours spent during trading hours.