| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees may be negotiable on a client-by-client basis.
3500 Pentagon Blvd, Suite 200, Beavercreek, OH, 45431
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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 →Beth owns Beth Verdoorn, CPA, a tax return preparation business, since 1997. She spends about 10-20% of her time on this activity from February through April, outside of trading hours.