| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $300K | 1.65% |
| $300K - $500K | 1.40% |
| $500K - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.78% |
Winchester, VA
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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 →Patrick is an owner of IAS LLC, which provides back-office support (accounting, compliance, and billing) to various companies, including investment-related firms. This takes about a quarter of his time, with half of those hours occurring during securities trading hours.