| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
1 N Dale Mabry Hwy., Ste #1000, Tampa, FL, 33609
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Learn about disclosures →Matthew is a committee member of The State College of Florida Foundation since 2019, acting in a fiduciary capacity. He dedicates minimal time to this role, primarily for meetings and providing insight.