| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Investment management fees are generally not negotiable.
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Learn about disclosures →Mark owns Third Day Capital, a Registered Investment Adviser providing financial planning and investment management. He intends to terminate the firm at the end of 2021 after transitioning clients to Howland Capital Management LLC.