| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable, especially for larger accounts.
601 S. Jefferson Street, Suite 410, Roanoke, VA, 24011
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Learn about disclosures →Charles is a member of the City of Roanoke Pension Board of Trustees and a co-trustee of the Virginia Shackelford Residual Trust. Serving as co-trustee takes about 10-20% of Charles's time.