| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may be negotiable under special circumstances such as householding of accounts. Fee dispersion may occur based on various factors.
919 East Main Street, Suite 950, Richmond, VA, 23219
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 →Kristen is a licensed insurance agent since 2019, but the activity is not investment-related. She dedicates minimal time to this activity.