| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $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% |
This schedule may be modified and fees may be negotiated with each client.
125 South 4th Street, Norfolk, NE, 68701
Get directionsJay owns Doctors Finance LLC, an accounting and consulting firm, dedicating about a quarter of his time. He also works as an independent insurance agent selling fixed insurance (minimal time), is president of Jay Malik Tax Corp (minimal time), and is a member of Grace Aspel LLC for real estate investments (minimal time).