| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Annual fee is negotiable depending upon the market value of your assets under our management and the specific type of investment management services to be rendered.
1790 Town Park Blvd, Suite K, Uniontown, OH, 44685
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Learn about disclosures →Edward sells health, long-term care, and fixed annuities, dedicating full-time hours to this activity. He also owns real estate, is a shareholder in a marketing company, and a general partner in oil & gas investments, dedicating minimal time to these activities.