| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
19409 Plantation Rd, Bldg. 2 Unit 1, Rehoboth Beach, DE, 19971
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Mark serves as the Treasurer on the Board of Directors for the Milford Senior Center, focusing on financial analysis and budget decisions, and as President of the Lynnwood Village HOA, handling contracts and board meetings. These activities require minimal time and are not investment-related.