| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable, especially for larger accounts.
250 Executive Center Parkway, Fredericksburg, VA, 22401
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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 →Andre is involved in several outside business activities, including serving on the investment committee for Fredericksburg Academy, as president/owner of Sophiola (a business created with his wife around their child's artwork), and as an ambassador for ABLE National Resource Academy. He also holds treasurer and board member positions for several organizations, dedicating minimal time to each.