| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.55% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are subject to negotiation.
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD, 20814
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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 →Jason owns a rental property (Dawghouse 177, LLC) and is involved in outside insurance sales, including life, disability, long-term care, fixed annuities, and health insurance as CEO. He also serves on the Terry College of Business Alumni Board (UGA) as Vice President and as President of Wolf Trackers, both board service roles.