| 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% |
1900 Campus Commons Drive, Suite 600, Reston, VA, 20191
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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 →Jonathan is an attorney and owner of NOVA Estate Planning, PLLC, an estate planning and administration law firm, and is also a notary. He has also filed the name RVA Estate Planning, PLLC to conduct the same business in the Richmond metro area.