| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $10.0M | 0.90% |
| $10M+ | 0.70% |
Accounts with a portfolio value of $1,000,000 or less can pay effective fees greater than (or equal to) 1.25%.
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Learn about disclosures →Charles owns multiple rental properties and is a member/manager of several LLCs related to rental properties. He spends minimal time per month on each of these activities, primarily reviewing statements.