| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees may be negotiated.
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA, 30305
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Learn about disclosures →Richard is involved with QMP Insurance Holdings, an insurance brokerage, assisting with enrollment processes, which takes minimal time. He is also president of ROA Financial Services, LLC, and a partner in G&R Partners, LLC and Arke Capital, LLC, dedicating minimal time to each.