| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees negotiable for accounts over $4,000,000.
620 John Austin Lane Ste. 114, Mt. Washington, KY, 40047
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Learn about disclosures →Adam works as a Financial Services Officer at Peoples Bank of Mt. Washington, dedicating full-time hours to contacting clients, updating information, and administrative tasks. He also works as a basketball official for the Kentucky Basketball Officials Association (KBOA), spending a few hours per week officiating middle and high school games.