| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be subject to negotiation depending upon unique circumstances.
815 E Second St., Suite 100, Defiance, OH, 43512
Get directionsDeborah is an accountant for DeTray Chiropractic Center, president of DeTray Investment Group (dedicating nearly full-time hours), treasurer for First Church of God, and owner of Northwest Tax Services (dedicating about 10-20% of her time during tax season). Only the investment group is investment-related.