| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.40% |
Fees above $25,000,000 are negotiable. Minimum annual fee of $3,000.
2100 Market Street, Wheeling, WV, 26003
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Learn about disclosures →David is the sole member of McKinley Properties, LLC, a real estate development and management company, and spends minimal time on it. He also owns Willow Glen Capital, LLC, investing his own capital in privately held businesses for a few hours per week, and is a managing member of Mountaineer Freedom Alliance, dedicating minimal time to public education and advocacy.