| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
The Advisory Fee for a client is negotiable based on, among other things, the type of client, the complexity of the client's situation, and the potential for additional account deposits. The annual Advisory Fee charged by the Firm will never be more than 2.0% of the client’s assets under management.
1886 Metro Center Drive, Suite 620, Reston, VA, 20190
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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 →Rena works as a mortgage advisor and lender for Everett Financial, Inc. since 2014. She also owns Rena Consulting, LLC, providing event and design consulting services to non-profits, dedicating about half of her time to both activities, including a minimal amount of time during security trading hours.