| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Fees can be negotiable on a client-by-client basis.
1500 Main St, 25th Floor, Springfield, MA, 01115-1001
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Learn about disclosures →David is a member of the Finance Committee for the YWCA of Western Massachusetts since September 2024. He dedicates minimal time per month to this volunteer position, which involves discussing the financial aspects of the organization.