| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
1302 Proline Place, Gettysburg, PA, 17325
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Learn about disclosures →Robert receives trailing revenue from a prior accounting practice through the non-operating entity "Robert C Boehner, CPA, PC". This activity is not investment-related.