| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.45% |
| $750K - $1.2M | 1.15% |
| $1.3M - $5.0M | 0.90% |
| $5M+ | 0.70% |
The advisory fee is negotiable between the client and the Advisor.
720 Moorefield Park Drive, Suite 140, North Chesterfield, VA, 23235
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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 →Heather is an Investment Adviser Representative for both SIMA Retirement Solutions, LLC and SIMA Wealth Partners, LLC, both RIAs located in Richmond, VA. She dedicates about half of her time to these roles, with all hours devoted during securities trading hours.