Fees are received from third-party money managers and investment management platforms for asset management services, and fixed or hourly fees for financial planning services. Financial planning fees range from $50-$300 per hour or a fixed fee of $300 to over $2,000, based on complexity and advisor experience. The maximum annual asset management fee is 1.5%, negotiable based on the money manager, advisor, and account value.
13940 W Meeker Blvd, Suite 115, #138,, Sun City West, AZ, 85375
Get directionsBryan is self-employed in freelance TV sports production, creating computer graphics. He also owns Heath Wealth Management as an investment advisor representative and sells insurance, dedicating about half of his time to these activities.