| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable, especially for larger accounts.
901 N. Stuart Street, Suite 808, Arlington, VA, 22203
Get directionsBenjamin is a member of WRE Hendersonville, LLC. This activity is not investment-related.