DiFran Corporation, operating as Investors Choice, primarily focuses on selling index annuities and life insurance. All compensation is paid by the insurance company when a client buys an insurance product. If DiFran provides asset management services, clients will pay fees based on the value of their account.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$700
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
A nominal charge of $30 per quarter will be assessed until account value grows in excess of $8,575.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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