| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.20% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fees and account minimums are negotiable based upon certain criteria.
360 West 920 North, Orem, UT, 84057
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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 →Kristen is an independent life insurance agent affiliated with Protective Life and Crump. She recently wrote a life insurance policy for herself and her husband and does not intend to continue selling life insurance after these policies are in force.