| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Legacy clients may be subject to a different fee schedule.
426 East New York Street, Indianapolis, IN, 46202
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Learn about disclosures →Donald is an affiliated advisor with Capital Cities Investments, a registered investment advisor (RIA). This activity takes about 10-20% of his time, including a few hours per week during trading hours.