| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
185 Neff Avenue, Suite 102, Harrisonburg, VA, 22801
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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 →Dale is a member of Lam Development, LC, a real estate company, since 1994, spending minimal time on related duties. Dale also serves on the Advisory Board for Dick Myers, Inc., an automotive company, dedicating minimal time to providing business advice.