| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
7580 Buckingham Boulevard, Suite 180, Hanover, MD, 21076
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Learn about disclosures →Samantha owns and maintains a real estate rental property (Air BnB) since 2021. She spends a few hours per week on this investment-related activity.