| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD, 20814
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Learn about disclosures →Carolyn is a sole proprietor insurance agent and executive assistant, dedicating full-time hours to this role. She also owns apartment rental properties, spending minimal time on this non-investment related activity, and is a council member at Walker Cancer Center and a board member at Flower Memorial Library, spending a few hours per week on each.