| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.40% |
Fees above $25,000,000 are negotiable. Minimum annual fee of $3,000.
2100 Market Street, Wheeling, WV, 26003
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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 →Joshua is a partner in Double J Entertainment, a gospel entertainment/disc jockey business, since 2001. He spends about 10-20% of his time on this activity, primarily for functions like wedding receptions and skate parties.