| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
Fees are negotiable and may be higher or lower based on the nature of the account.
1041 Old Cassatt Road, Berwyn, PA, 19312
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Learn about disclosures →David is a financial advisor at Perspective Financial Group, offering fee-based investment management, financial planning services, life insurance, and annuities. This activity takes David full-time.