| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.80% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees are negotiable.
701 Westchester Avenue, Suite 320E, White Plains, NY, 10604-3805
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Learn about disclosures →Maureen works as a yoga instructor, dedicating a few hours per week to this non-investment-related activity.