| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than the maximum 2% as stated in this Form ADV and the Agreement.
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ, 85040
Get directionsAngela is the co-founder of RetireSimply, where she focuses on insurance sales and services. This activity takes about half of Angela's time, including time during trading hours.