| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 2.80% |
| $50K - $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1000K | 2.00% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.75% |
| $2.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,000.
Gettysburg, PA
Get directionsKristine owns a farm/rental property, dedicates minimal time to it, and is the treasurer for a family reunion. She also works as an independent insurance agent selling Medicare, life insurance, LTC, and fixed annuities, which takes about 10-20% of her time, and is a board member for a community theatre and fundraising chairperson for a band boosters organization.