| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.3M | 1.50% |
| $1.3M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Some clients may negotiate other fee arrangements, including fixed percentage or floating rate fees.
3202 Tower Oaks Blvd. #400, Rockville, MD, 20852
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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 →Edward is a partner in two family LLCs, Castello Ragazzi, LLC and Castello Sul Lago, LLC. He is also the chair of the investment committee for Girl Scouts Nation's Capital and a partner in Sella & Martinic, LLC, a former CPA practice, and an agent for Sella, Kinkel, Sella, Meyers, Inc. and SPC Insurance, LLC, both dealing with non-variable insurance products.