| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.03% |
| $500K - $1.1M | 0.03% |
| $1.1M - $2.0M | 0.02% |
| $2M+ | 0.01% |
Fees are subject to negotiation depending on specific circumstances.
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Learn about disclosures →Russell is a board member at The Victory Center, dedicating minimal time to fundraising. Russell is also a licensed insurance agent selling life and health insurance, spending minimal time on these activities.