| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Fees and breakpoints are negotiable.
115 Main Street, Castalia, OH, 44824
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Learn about disclosures →Athol is an elected official for Margaretta Township, dedicating minimal time each week, and owns investment property with his wife. He also represents Margaretta Township on the Sandhill Cemetery Board, which requires minimal time commitment annually.