| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and determined for each individual client.
101 Montgomery Street, Suite 2400, San Francisco, CA, 94104
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Learn about disclosures →Craig is a director-partner at Genesis Capital Management, LLC, an investment research company. He dedicates minimal time to this role and does not offer advice or research.