| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable for accounts over $1,250,000.
2444 Solomons Island Rd., Ste. 212, Annapolis, MD, 21401
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Learn about disclosures →Peter is forming a company to develop and sell financial software, dedicating a few hours per week. He also serves as a trustee providing investment advisory services for a relative's children, and transacts insurance products through DMK Advisor Group for a few hours per week.