| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
All relationships are subject to a minimum annual fee of $3,000, which is billed in advance on a monthly basis.
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Learn about disclosures →Thomas is a partner at Kerber, Eck & Braeckel LLP since 2005, dedicating about a quarter of his time to operating and overseeing firm duties. He also participates in church functions for Holy Family Catholic Church as part of the finance committee, spending minimal time on this activity.