| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,001.
500 W Office Center Drive, Suite 300, Fort Washington, PA, 19034
Get directionsDavid is involved with Alpha Tauri Capital Partners, LLC in insurance since June 2021, and is a board member of the non-profit BEATCANCER.ORG since May 2017. He also owns 50% of Quantum Leap Services, LLC, a digital marketing agency, but spends minimal time on it.