| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable depending on the size and type of account, the investments in the account, and the services required.
117 S. 14th Street, Suite 300, Richmond, VA, 23219
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 →Christopher co-founded Amped Lax, LLC in 2009, which organizes youth lacrosse camps, clinics, and teams. He is currently a director and operates the organizational part of the business, dedicating a few hours per week.