| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor.
4211 Pleasant Valley Road, Suite 260, Chantilly, VA, 20151
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Learn about disclosures →David is an insurance agent selling non-variable insurance since 2018 and a notary public since 2018. He is also a financial advisor with Pegasus Financial Group since 2019 and a director at Aging Consultants Group since 2019.