| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
19409 Plantation Rd, Bldg. 2 Unit 1, Rehoboth Beach, DE, 19971
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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 →Derrick is a representative for BDFS Insurance Services, LLC, selling life insurance products, which takes a few hours per week. He is also the President of The Lewes Collective and Vice-President of Business Network International (BNI) Rehoboth 1 Chapter, both non-investment related networking groups, dedicating minimal time to each.