| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for accounts over $2,500,000.
Boone, NC
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Learn about disclosures →David is a managing member of Cosroc Holdings LLC, owning and managing residential rental properties, and a manager for BRM Sarasota, LLC and CosRoc Properties, LLC, both real estate investment companies. He also works as an insurance agent and consultant, dedicating about a quarter of his time to Lifestyle Freedom Advisory Group as an IAR.