| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.75% |
| $100K - $500K | 2.50% |
| $500K - $1000K | 2.25% |
| $1M+ | 2.00% |
Asset-based fees are negotiable and are at the discretion of LWA.
North Dinwiddie, VA
Get directionsJohn is a trustee for The Sujoy Banerjee Trust, spending a few hours per week preparing tax documents and paying bills. He also owns and manages multiple rental real estate properties, dedicating a few hours per week to each property.