CCS offers several wrap fee programs with fees that are negotiable and vary by program, the Financial Professional's experience, geographic location, and other factors. The fees cover advisory, execution, custodial, and reporting services. The Asset Advisor program typically ranges from 1.00% to 1.5% annually, with a maximum of 3.0%. FundSource typically ranges from 1.00% to 1.5% annually, with a maximum of 2.0%. CustomChoice typically ranges from 1.00% to 1.5% annually, with a maximum of 1.75%. Personalized UMA typically ranges from 1.00% to 1.5% annually, with a maximum of 2.5%. Private Advisor Network has a maximum annual fee of 2.0%.
2315 30th Avenue, Kenosha, WI, 53144
Get directionsMark is an independent insurance agent with The Schaeffer Group, LLC since 2018, selling life and fixed annuity insurance. Since 2022, he also sells and services equity indexed annuities, dedicating minimal time to these activities.