| 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 →Shawn is a partner in Allegiance Financial Group Advisory Services LLC and Allegiance Financial Group, offering advisory and financial services, dedicating about half his time to these activities. Shawn also works as a fixed insurance agent, dedicating minimal time to this role.