| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable for accounts over $1,250,000.
Gilbert, AZ
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Learn about disclosures →Joshua is an insurance agent since April 2023, dedicating minimal time to this activity. He is also a real estate salesperson with HomeSmart since February 2023, spending about a quarter of his time on this.