| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
4701 Sangamore Rd,, Suite 205S, Bethesda, MD, 20816
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Learn about disclosures →Vincent is a licensed insurance agent and pension consultant, activities from which he may offer advice or products to clients. He is also the Vice President of a TPA/Record Keeper and manages a life/health insurance business and group employee benefit plans.