| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.80% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.40% |
Fees may be discounted for charitable foundation accounts and are negotiable on a client-by-client basis.
3657 Main Street, Manchester, VT, 05254
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Cynthia is the owner of Transport Jakyla LLC, a trucking business, since 2019. She oversees financial decisions for the company, dedicating a few hours per week to the activity.