| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
The annual fee may be negotiable based upon certain criteria.
Norfolk, VA
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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 →Jacob works as an insurance agent for Damis, Inc., dedicating about 10% of his time to insurance sales and advising since 2021. He also serves as treasurer for the Pi Lambda Phi Omega Beta Alumni Association, spending minimal time per month without compensation.