| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.55% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are subject to negotiation.
1 Hopper Street, Utica, NY, 13501
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Learn about disclosures →Danielle is engaged in a freelance marketing/branding project since July 2023. This non-investment related activity takes a few hours per week and she has 100% ownership.