| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.85% |
Annual fee may be negotiable for accounts over $2,000,000.
For asset management, fees are based on a percentage of assets under management, and may be negotiable for accounts over $2,000,000. Financial planning and consulting are charged at $200 per hour, and the fees are negotiable. The client will pay the estimated fee at the signing of the agreement. Lower fees for comparable services may be available from other sources.
Phoenix, AZ
Get directionsAlexander is an independent insurance agent selling fixed life insurance and annuities, dedicating about half of his time to this activity since 2017. He also serves as a Major Reservist in the US Army, committing about a quarter of his time since 2002.