| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable.
1900 Gallows Road, Suite 350, Tysons, VA, 22182
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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 →Jessica is a board member of Parkinson's Foundation, dedicating minimal time. She is also a licensed producer for McLean Insurance Services, selling fixed insurance and annuity products, which takes about 10-20% of her time.