| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable in certain instances.
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Learn about disclosures →Donald is a CPA providing tax preparation and accounting services since 2004, dedicating minimal time to this. He also provides investment advisory services through Verus Capital Partners LLC, spending nearly full-time hours on this activity.