| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.70% |
Fees may be negotiable. Minimum fee is the lesser of $25,000 or 2.00% of Managed Assets.
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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 →Andrew is involved in several non-investment related activities, including real estate and natural resource management for Moshannon Falls Mining, Woolridge Coal Company, and Peerless Fuels, dedicating minimal time to each. He is also an officer at Dimeling & Schrot, an independent insurance agency, where he assists with strategic business planning, also dedicating minimal time.