| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are negotiable. Legacy clients and friends and family of Adviser’s employees and associates may pay lower fees.
374 Maple Avenue East, Suite 204, Vienna, VA, 22180
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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 →Assaf is a registered representative of The Strategic Financial Alliance, Inc. and operates Allegiance Financial Group, LLC as a DBA for financial planning and wealth management, dedicating about half of his time. He also offers fixed insurance products and is the owner/sole proprietor of Allegiance Financial Group Advisory Services LLC, spending nearly full-time hours as an IAR and CCO.