| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable.
1900 Gallows Road, Suite 350, Tysons, VA, 22182
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Brian is a licensed producer for McLean Insurance Services, LLC, selling fixed insurance and annuity products, dedicating a few hours per week. Brian also makes appearances as an alumni for the MLB/Baltimore Orioles, spending minimal time on this activity.