| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
200 Lawrence Drive, West Chester, PA, 19380
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Learn about disclosures →Andrew provides tax preparation services, dedicating minimal time to this activity. He also manages a rental property, spending a few hours per week overseeing rental operations and paying bills.