| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
301 Maple Avenue West, Suite 600, Vienna, VA, 22180
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Learn about disclosures →Timothy works as a waiter/busser at Johnny Foley's Irish House, a restaurant, providing as-needed support. This requires minimal time and is not investment-related.