| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees negotiable for accounts over $50 Million
Three Radnor Corporate Center, Suite 450, Radnor, PA, 19087-4546
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Learn about disclosures →David is involved with Moniz Dental Group PLLC d/b/a The Schiff Dental Group, a dental practice, since April 2021, dedicating minimal time. His duties include attending quarterly meetings and consulting with the owner (his wife).