| 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% |
3211 Peoples Drive Suite 110, Harrisonburg, VA, 22801
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Learn about disclosures →Donald has a minority ownership in Heishman Family LLC, a family farm, and dedicates minimal time to it. He is also a self-employed insurance agent selling fixed insurance products, including life, LTC, Medicare supplement, and disability insurance, dedicating about 10-20% of his time to this.