| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable at the discretion of AFM.
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Learn about disclosures →Sumedha sells fixed insurance products since 2018, dedicating minimal time to this activity. She also co-owns a rental property in Gaithersburg, MD, since 2025, which takes up none of her time during business hours.