| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Legacy clients may be subject to a different fee schedule.
63 Maple Street, Suite 25, Middlebury, VT, 05753
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Learn about disclosures →Robert works for the Counseling Service of Addison County as a Medication Delegate, Community Associate, and Behavior Interventionist. This non-investment related activity takes nearly full-time hours.