| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 0.60% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.45% |
Investment management-only clients pay an additional 0.25% on each tier.
33 West Court Street, Doylestown, PA, 18901
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Learn about disclosures →Jeffrey is the owner of Dowds Tax LLC, a tax advisory firm, since 2008. He spends minimal time preparing personal tax returns.