| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Fees are negotiable and may be higher or lower than the standard advisory fee but such advisory fees may not exceed 2% annually.
235 Everett St, East Peoria, IL, 61611
Get directionsJeffrey works as an independent contractor providing cleaning services for Michael Graham Properties since 2022. This non-investment related activity takes about a quarter of his time.