| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
451 S. Bethlehem Pike, Suite 100, Fort Washington, PA, 19034
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Learn about disclosures →Amy is involved in several investment-related activities, including working for WhartonHill Advisors (now a division of HUB International) and Global Retirement Partners LLC. She also works as a notary public, dedicating minimal time to this activity.