| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.70% |
| $6M+ | 0.50% |
Fees are negotiable in certain cases based on account size, relationship pricing, services required, and/or other factors. Discounted fee schedules are offered to current and former employees of FNBIA and its affiliates.
711 State Street, 2nd FLoor, Erie, PA, 16501
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Dana is a board member and chairman of the finance committee for Watson Memorial Home, and a board member and member of the finance committee for Crary Home. These activities require minimal time each month and do not involve individual oversight of investments.