| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 0.90% |
| $10.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees negotiable for amounts over $100,000,000.
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Learn about disclosures →Heidi is a managing partner, business owner, and operator of Parkside Compliance Partners, LLC, providing regulatory compliance consulting services to registered investment advisor firms. She also serves as CCO for Vernal Point Advisors, LLC and Fort Point Capital Partners LLC, dedicating nearly full-time hours to these activities.