| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.85% |
| $4.0M - $5.5M | 0.75% |
| $5.5M - $7.0M | 0.70% |
| $7.0M - $8.5M | 0.65% |
| $8.5M - $10.0M | 0.60% |
| $10M+ | 0.55% |
Registrant may charge a lesser or greater investment advisory fee, charge a flat fee, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.
9030 Stony Point Parkway, Suite 160, Richmond, VA, 23235
Get directionsJulie serves as the chair of Westover Episcopal Church's investment committee since 2004, managing accounts held at Charles Schwab & Company (formerly Davenport/Truist Wealth). She dedicates minimal time to this volunteer role, which involves reviewing statements, attending meetings, and monitoring accounts.