| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable.
1900 Gallows Road, Suite 350, Tysons, VA, 22182
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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 →Since 2016, Dean has been a silent partner in inStream Solutions, LLC, a software company developing financial planning software. He has no duties and devotes minimal time to this entity.