| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 0.65% |
| $100K - $250K | 0.60% |
| $250K - $400K | 0.55% |
| $400K - $500K | 0.50% |
| $500K+ | 0.45% |
Mount Joy, PA
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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 →Lisa works in administration for Worth Ave Group in Gahanna, OH, since 2021. This requires about 10-20% of her time and is not investment-related.