| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.02% |
| $250K - $500K | 0.01% |
| $500K - $1.5M | 0.01% |
| $1.5M - $2.5M | 0.01% |
| $2.5M - $3.5M | 0.01% |
| $3.5M+ | 0.01% |
Fees are negotiable on a client-by-client basis.
7580 Buckingham Boulevard, Ste. 180, Hanover, MD, 21076
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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 →Kimberly owns rental property in Fort Myers, FL since 2014. She dedicates minimal time to this non-investment related activity.