| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.40% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.13% |
| $3.0M - $4.0M | 1.11% |
| $4.0M - $5.0M | 1.09% |
| $5.0M - $7.5M | 1.05% |
| $7.5M+ | 1.00% |
Fees are negotiable.
801 Hoffman Road, Suite 112, Green Bay, WI, 54301
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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 →Justin operates Sovereign Financial Group LLC, a non-investment related business, and is an IAR under N.E.W. Advisory Services LLC, focusing on financial planning. He also works as an independent representative with various insurance carriers for fixed insurance sales a few hours per week, and serves as an elder board member at Central Church.