| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K+ | 1.10% |
You'll pay an annual fee based on the value of your account. The fee is 1.50% on the first $250,000, 1.40% on the next $250,000, 1.30% on the next $250,000, and 1.10% thereafter. There is a minimum quarterly fee of $500 for accounts with an Investment Objective of Total Return, Income Oriented, Socially Conscious and Tax Aware. For an account with an Investment Objective of EnFocus ™, the minimum quarterly fee is $250. For a Companion Account with an Investment Objective of EnFocus ™, the minimum quarterly fee is $75. The W&S Wealth Solutions Fee is charged to your account each quarter, in advance.
624 Veterans Dr, Vincennes, IN, 47591-6346
Get directionsBlair is a full-time staff manager at Western & Southern Life in Terre Haute, Indiana.