| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.50% |
| $250K - $500K | 0.40% |
| $500K - $2.0M | 0.35% |
| $2M+ | 0.25% |
Fees are for sub-advisory services.
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Carmen is an Investment Advisor Representative (IAR) of Spire Wealth Management (DBA: Corbett Road) since August 2018, a full-time position. She is also an IAR of CRCM, an SEC-registered RIA affiliated with the parent company of SWM, focusing on portfolio management during business hours since September 2019.