| 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.
13925 Ballantyne Corporate Place, Charlotte, NC, 28277
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Learn about disclosures →Luke is an insurance agent selling fixed annuities and life insurance, dedicating about half his time to this activity. He is also an investment adviser representative and refers clients for business according to a solicitor's agreement, spending a few hours per week on this.