| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $10,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
10539 Metropolitan Avenue, Kensington, MD, 20895-4015
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Learn about disclosures →Jacob is a Client Services Director and Investment Advisor Representative for Delta Financial Advisors, dedicating about a quarter of his time to this role. He is also an investor in a real estate flip with his father and uncle, spending minimal time on this venture.