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Investment Management

Helping you navigate tough markets

Investment Advisory Services/Asset Management:


Managed Accounts:
$0-$250,000
1.25%
$250,001-$1,000,0001.00%
$1,000,001-$2,000,0000.75%
$2,000,000, and Above0.50%


Note: Wealth Management Clients do not pay AUM fees on asset managed by the firm.