| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Fee may be negotiated.
1411 Clarkview Road, Baltimore, MD, 21209
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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 →Nancy works as an agent for Chapin Davis Insurance, Inc., selling and servicing variable and fixed insurance products. This takes a few hours per week, including time during securities trading hours.