| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Accounts belonging to spouses and immediate household members may be combined in applying the fee schedule. Private, illiquid investments are charged 2%.
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Learn about disclosures →Brenton curates a community called The Enough Project and is on the national board of LIFT Communities. He also serves on the Financial Advisory Committee of the Tsoknyi Humanitarian Foundation, helping oversee outside investment advisory firms.