| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
The Advisory Fee for a client is negotiable based on, among other things, the type of client, the complexity of the client's situation, and the potential for additional account deposits. The annual Advisory Fee charged by the Firm will never be more than 2.0% of the client’s assets under management.
1886 Metro Center Drive, Suite 620, Reston, VA, 20190
Get directionsTheodore is a common equity investor in Blue Line Capital and Diversified Real Estate Holdings LLC, both involved in flipping foreclosed properties. He allocates minimal time to these non-investment-related businesses.