| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees may be negotiable on a client-by-client basis.
3570 Hamilton Blvd., Suite 301, Allentown, PA, 18103
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Learn about disclosures →Charles is a CPA since 2010, dedicating a few hours per week to this role. He also works as a controller for a property management business and sells fixed insurance, spending about 10-20% of his time on these activities.