| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Legacy clients may be subject to a different fee schedule.
426 East New York Street, Indianapolis, IN, 46202
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Learn about disclosures →Holly is a co-owner, secretary, and associate of Community Investment Counselors since 2009. She also owns and rents an apartment, and is a board member for Middlebury Area Community Garden and Middlebury Area Land Trust, dedicating minimal time to these activities.