| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Minimum account size of $500,000 and annual fee of $5,000 are negotiable.
6806 Paragon Pl, Ste 230, Richmond, VA, 23230
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