Fees are negotiable and depend on the size of the account and other considerations. Account fees range from 1.5% of assets under management and below. Clients may incur custodian fees and other transaction costs. Fees are calculated monthly in arrears based on the end-of-month market value. For certain annuities, fees are calculated quarterly in arrears based upon the average daily contract value.
3800 Centerpoint Drive, Suite 910, Anchorage, AK, 99503
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