| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
Fees are negotiable and may be higher or lower based on the nature of the account.
150 N. Radnor Chester Road, Suite A225, Wayne, PA, 19087
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Learn about disclosures →Stephen is a self-employed accountant providing tax compliance and consulting services since 2016. This activity, which is not investment-related, takes minimal time outside of trading hours.