| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
The annual fee is negotiable.
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Learn about disclosures →John coaches youth hockey since February 2024, dedicating a few hours per week. This activity is not investment-related.