| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable and can be lower than the standard fee schedule.
28300 Chagrin Boulevard, Woodmere, OH, 44122
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Learn about disclosures →Adriana owns rental property in Bratenahl, OH, and dedicates minimal time to it. This activity is not securities related and will not interfere with her duties at the firm.