| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
For clients that transition to the Firm due to their advisor joining the Firm, previously contracted fee schedules will be honored, when possible.
8065 Leesburg Pike, Suite 300, Vienna, VA, 22182
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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 →Geoffrey serves on the Board of Directors for America World Adoption, a Christian international adoption agency, since 2019. He dedicates minimal time to this activity, which may include non-compensatory advice regarding the endowment fund.