| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
1897 Billingsgate Circle, Ste B, Henrico, VA, 23238
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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 →Donald is the President of Old Dominion Insurance & Financial Services since 1991 and spends minimal time on insurance-related business. He is also an unpaid board member of Tuckahoe Volunteer Rescue Squad, dedicating minimal time outside of trading hours.