| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.70% |
| $6M+ | 0.50% |
Fees are negotiable in certain cases based on account size, relationship pricing, services required, and/or other factors. Discounted fee schedules are offered to current and former employees of FNBIA and its affiliates.
117 South Allen Street, State College, PA, 16801
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 →Gavin is the treasurer for the Northern Tier Beef Association, a member of the sales committee for the Pennsylvania Department of Agriculture Livestock Evaluation Center, and a board member for the Center of Beef Excellence. These roles involve organizational and promotional activities within the beef industry and require minimal time.