| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $10,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
909 Rose Ave, Suite 400, North Bethesda, MD, 20852
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Learn about disclosures →Megan works as an event host for The Shake Club, dedicating minimal time to welcoming members and maintaining a lively atmosphere. She also coaches Pilates classes, spending about 10-20% of her time in this role.