| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 2.75% |
| $50K - $100K | 2.75% |
| $100K - $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.75% |
| $5M+ | 1.75% |
Gainesville, FL
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →David is the manager of Pinchot Road Advisors LLC, a non-investment related business entity for tax/investment purposes, since 2019. He also provides investment advisory services through Total Clarity Wealth Management, dedicating about a quarter of his time to this activity.