| Assets Under Management | Annual Fee |
|---|---|
| Up to $20.0M | 1.00% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees may vary depending on the size of the account and/or relationship, type of product and type of account.
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Learn about disclosures →John is the President of Finishline Capital Inc. and Firsthand Capital Inc., both involved in small business financing since 2012. He spends minimal time on each, primarily keeping the businesses current with the state and filing taxes.