| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
1900 Campus Commons Drive, Suite 600, Reston, VA, 20191
Get directionsJonathan is an independent insurance agent selling fixed insurance products since 2005, dedicating a few hours per week. He is also an Investment Adviser Representative with Acorn Financial since 2017, spending nearly full-time hours selling fixed insurance products.