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 $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.
Fee Estimator
Investment management fees are based on a percentage of your assets (see table). The minimum account size is $500,000, and the minimum annual fee is $5,000, both of which are negotiable. Financial planning fees range from $3,600 to $10,000 annually under the Wealth Accumulation Model and $1,500 to $6,000 annually under the Wealth Preservation & Distribution Model. Project-based financial planning is also available for $3,600 to $10,000 per engagement. Tax preparation is billed at $200/hour with an $800 minimum per return.
Areas of Practice
Advisor Information
Office location
6806 Paragon Pl, Ste 230, Richmond, VA, 23230
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 Activities
Jacob owns and operates Bellingers Stores, an e-commerce reseller on Amazon, since 2019. He spends about half of his time managing the sales business.