| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable, especially for larger accounts.
250 Executive Center Parkway, Fredericksburg, VA, 22401
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Learn about disclosures →Cheri teaches line dancing in Fredericksburg, VA, an activity that is not investment-related. This takes minimal time each month.