| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $5.0M | 1.60% |
| $5.0M - $10.0M | 1.40% |
| $10M+ | 1.40% |
Fees are negotiated for amounts over $10,000,001. Using the previous tier's fee percentage as the starting point for negotiation.
809 Gleneagles Ct Suite 112, Baltimore, MD, 21286
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Learn about disclosures →Charles is involved with Chesapeake Financial Mgt Associates, Inc. providing accounting, tax, management services, and consulting, and also sells fixed, life, and long-term care insurance. He is also an IAR with LaSalle St. Investment Advisors, LLC, treasurer of The Bettinger-Marshall Foundation Inc, and a trustee and board member of SHEAN FAMILY FOUNDATION.