| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees above $20,000,000 are negotiated.
575 Lynnhaven Pkwy, Suite 310, Va Beach, VA, 23452
Get directionsCharles is the CFO of International Medical Direction, Inc., dedicating a few hours per week to financial evaluations and accounting. He also works nearly full-time as an agent for Financial Security Group, Inc., selling life and health insurance and providing financial advisory services, and spends minimal time as a bookkeeper for Virtual ER.