| Assets Under Management | Annual Fee |
|---|---|
| Up to $350K | 1.50% |
| $350K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $7.5M | 0.40% |
| $7.5M+ | 0.30% |
Fees are subject to negotiation.
Two International Drive, Suite 325, Portsmouth, NH, 03801
Get directionsJeffrey is the president of South Church Housing, a non-profit low-income housing project, dedicating minimal time. He also owns 25% of Oak Tree Properties, Inc., which owns and rents commercial property, spending a few hours per week.