| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | Included |
| $200K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for assets over $5,000,001. Minimum fee of $2,500 for Clients with less than $200,000 under management. The first tier has a null fee percentage because of the minimum fee.
Eldersburg, MD
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Learn about disclosures →Steven works with clients on their insurance needs as an insurance agent since 2015. He also serves as a board member for Comprehensive Housing Assistance Inc, dedicating minimal time to attending board meetings.