| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees may be negotiable in special circumstances. Certain clients may be charged on a different fee schedule under legacy contracts.
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Learn about disclosures →Eric is a board member for A. D. Makepeace, Community Nurse Home Care, and Tabor Academy, and a trustee for Van Sloun Foundation. He is also an advisory board member for Syndic8, spending minimal time on each activity.