| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.30% |
| $30M+ | 0.25% |
Fees are negotiated depending on a client’s assets and needs.
Menlo Park, CA
Get directionsNathaniel is a member of ClearPath Opportunities Fund, LLC, an investment-related pooled investment vehicle, since June 2021. He spends minimal time in this capacity.