| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees negotiable for accounts over $50 Million
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Learn about disclosures →John serves as an NASD arbitrator, deciding arbitration cases. This service began in 2000 and requires approximately one week per year, spaced throughout the year.