Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Investment management fees are based on a percentage of assets under management. For financial planning, hourly fees range up to $300 per hour, and annual fees range up to $3,000 per year. Fees may be negotiable based on the complexity of services and the overall relationship. The brochure does not state a minimum account size.
Areas of Practice
Advisor Information
Office location
4211 Pleasant Valley Road, Suite 260, Chantilly, VA, 20151
Get directionsRegulatory History
No 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 →Other Business ActivitiesSells Insurance
David is an insurance agent selling non-variable insurance since 2018 and a notary public since 2018. He is also a financial advisor with Pegasus Financial Group since 2019 and a director at Aging Consultants Group since 2019.