| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable under certain circumstances.
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Learn about disclosures →Herbert is a board member for Theta Chi Investment Holding Company and Wildcat Brothers at Gator Cove, Inc, a rum distillery. He also owns Hopeful Suspense LLC, a holding company for his personal investments, dedicating a few hours per week to this business.