| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,001.
500 W Office Center Drive, Suite 300, Fort Washington, PA, 19034
Get directionsRandi is the sole owner of R.L. Cake Designs, LLC, a non-investment related business designing custom cakes. Randi spends a few hours per week on this activity after business hours and on weekends.