| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
1509 Homestead Avenue, Suite CSP, Frederick, MD, 21702
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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 →Henry works as a patent examiner for the United States Patent and Trademark Office since 2010, dedicating nearly full-time hours to this role. He spends a few hours during securities trading hours on this activity.