| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
7910 Woodmont Ave, Suite 1120, Bethesda, MD, 20814
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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 →Sean is the Director of Operations and Logistics for Glover Park Tour, coordinating golf outings and social events. This takes a few hours per week.