| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $3.5M | 1.00% |
| $3.5M+ | 0.80% |
Fees are subject to negotiation and may vary based on several factors.
955 West Main Street, Abingdon, VA, 24210-2427
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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 →Daniel is involved in a family business marketing project since 2018, acting as brand ambassadors for baseball-related products. This activity takes a few hours per week, and none during trading hours.