| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable under certain circumstances.
800 Main Street, 2nd Floor, Lynchburg, VA, 24504
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →