| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.85% |
Fees negotiable for accounts over $2,000,000.
Phoenix, AZ
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Learn about disclosures →Christopher is an independent insurance agent doing business as Kramer Estate Planner since January 2023. He spends about 10-20% of his time on insurance sales and services.