| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1.0M - $3.0M | 0.01% |
| $3.0M - $5.0M | 0.01% |
| $5.0M - $10.0M | 0.01% |
| $10.0M - $20.0M | 0.01% |
| $20M+ | 0.01% |
Fees over $20 million are negotiable. Certain founding client families may have lower fee arrangements.
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Learn about disclosures →David owns Madsen Waters, LLC, a personal family investment entity, and is an owner and director of LE Jones, a valve seat manufacturing firm. He spends a few hours per week on these activities.