| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
The minimum threshold for fees and/or Assets Under Management is at times adjusted based upon an estimation of the complexity and time anticipated for the services to be rendered.
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Learn about disclosures →Alan is co-president of several investment-related companies including Sage Financial Group, Sage Real Estate Group, Sage Real Estate Management Co., Cohn Management Group, and Sage Investment Group, dedicating nearly all of his time to these ventures. He also serves as a fund advisory committee member for an unaffiliated venture capital fund, spending minimal time on this activity.