| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.75% |
| $750K - $1.5M | 1.60% |
| $1.5M - $3.0M | 1.45% |
| $3M+ | 1.30% |
The annual fees are negotiable.
Forest, VA
Get directionsDavid is a primary leaseholder for a registered private office and collects rent from other financial professionals. He is also a partner at Carter Financial Group, where he dedicates full-time hours to sales and service of insurance and investments.