| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Management Fee is negotiable according to a variety of factors.
800 King Farm Blvd, Suite 500, Rockville, MD, 20850
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Learn about disclosures →George is a senior wealth advisor at Glass Jacobson Investment Advisors, dedicating full-time hours to wealth planning and investment advice. He also owns two rental properties in Wilmington, NC, which requires minimal time commitment.