| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.35% |
Allegheny has the right to deviate from this schedule and negotiate fees on a client-by-client basis.
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA, 15237
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Learn about disclosures →James is a CPA at Cunningham Powell Alexander, a director at a senior living center, and an agent selling health insurance through The Cornerstone Group. He also holds president and treasurer positions in various Kiwanis and property owner associations, dedicating about 10-20% of his time to Cunningham Powell Alexander and a few hours per week to his other activities.