| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Minimum portfolio size and minimum annual fees may apply, at the discretion of RF. Fees are negotiable under certain circumstances.
3343 Peachtree Road Ne, Suite 500, Atanta, GA, 30326
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Learn about disclosures →Danielle is a partner at Rollins & Van Lear PC, an affiliated CPA firm, where she spends nearly full-time. Her responsibilities include supervising accounting staff, tax planning, tax return preparation, and review.