| 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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Learn about disclosures →Marissa works as a financial advisor at Concord Wealth Partners full-time since 2022. She also sells fixed insurance products, dedicating minimal time to this activity, and works as a notary public, also dedicating minimal time.