| 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 | 0.60% |
| $10M+ | 0.50% |
At the firm’s discretion, RWM may combine the account values of family members to determine breakpoints and applicable advisory fees.
6464 Lower York Road, New Hope, PA, 18938
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Learn about disclosures →John is a School Director of New Hope Solebury School Board and the sole member of Reeder York Holdings LLC and Logan Holdings, LLC. He spends minimal time on these activities, which involve real estate investment, and receives no compensation.