| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Bryn Mawr, PA
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Learn about disclosures →Tracey is the Director of Consultant Relations at Thompson, Siegel & Walmsley LLC, dedicating full-time hours to this investment-related role. She also serves on the Board of Trustees at the University of Richmond and as a Board Member for her condo association, requiring minimal time commitments.