| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees negotiable within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed.
4520 East-West Highway, Suite 450, Bethesda, MD, 20814
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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 →Mel serves on the Board of Advisors for C.G. Medici & Co., an SEC-registered investment advisor providing financial planning services through a phone application. Mel dedicates minimal time to providing feedback on product development.