| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are generally negotiable.
Gretna, VA
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Learn about disclosures →Ashley is a Loan Officer at Neighbors Bank, dedicating about 10-20% of her time to this non-investment-related activity. She is required to disclose this potential conflict of interest and that clients may purchase insurance products from other agents.