| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $300K | 1.65% |
| $300K - $500K | 1.40% |
| $500K - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.78% |
2121 Eisenhower Avenue, Suite 605, Alexandria, VA, 22314
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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 →Aditya is an independent insurance agent for various insurance companies. He also does career mentoring through the UMD Alumni Advisor Network and has power of attorney for an individual, dedicating minimal time to each of these activities.