| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Management Fee is negotiable according to a variety of factors.
10055 Red Run Blvd, Suite 160, Owings Mills, MD, 21117
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Learn about disclosures →Dovid offers financial literacy seminars to federal agencies as an independent contractor, dedicating minimal time to this activity. He also provides financial consulting and management services to a speech therapy company, spending about 10-20% of his time on this.