| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $10,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
10539 Metropolitan Avenue, Kensington, MD, 20895-4015
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Learn about disclosures →Joseph owns Cugin Enterprises, LLC DBA Bella Landscaping & Snow Removal, dedicating about a quarter of his time. He is also an Investment Advisor Representative for Beacon Global Advisor Network, LLC DBA Delta Financial Advisors, Inc. and a Broker-Dealer Registered Representative for Regulus, LLC, and a passive investor in Papis OC restaurant. Joseph is also the Sargent at Arms for the Exhiled Soul Motorcycle Club, dedicating about 10-20% of his time.