| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.03% |
| $500K - $1.1M | 0.03% |
| $1.1M - $2.0M | 0.02% |
| $2M+ | 0.01% |
Fees are subject to negotiation depending on specific circumstances.
One Seagate, Suite 1825, Toledo, OH, 43604
Get directionsRita is involved in numerous volunteer and board member positions for various organizations, including the Greater Toledo Community Foundation and the Toledo Museum of Art. She also participates in several investment-related LLCs and is a licensed insurance agent selling life and health insurance, dedicating about three-quarters of her time to these activities.