| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable.
3 Executive Park Drive, Suite 261, Bedford, NH, 03110
Get directionsMark is the owner of Aurelius Family Office, a registered investment advisory firm, since 2022. He spends a few hours per week on this activity both during and outside of trading hours.