| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable, especially for larger accounts.
4401 Waterfront Drive, Ste 250, Glen Allen, VA, 23060
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Learn about disclosures →Christina is a board member for the Finance Dept Advisory Board at Pamplin College of Business at VA Tech, assisting with program development and career placement. This role requires minimal time and is uncompensated.