| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.02% |
| $250K - $500K | 0.01% |
| $500K - $1.5M | 0.01% |
| $1.5M - $2.5M | 0.01% |
| $2.5M - $3.5M | 0.01% |
| $3.5M+ | 0.01% |
Fees are negotiable on a client-by-client basis.
7580 Buckingham Blvd Suite 180, Hanover, MD, 21076
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Learn about disclosures →Vanessa owns Gladway Homes, a real estate sales business, since 2016. This activity is not investment-related.