| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Advisory Fees are negotiable under certain circumstances.
11911 Freedom Drive, Suite 730, Reston, VA, 20190
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 →Erin is an insurance agent since 2022, dedicating minimal time to this activity. She also volunteers with the Foundation for Financial Planning, providing pro-bono financial planning a few hours per week.