| Assets Under Management | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $600K | 1.30% |
| $600K - $1.2M | 1.10% |
| $1.2M - $2.4M | 1.00% |
| $2.4M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for assets over $10,000,000.
1955 156th Avenue Ne, Bellevue, WA, 98007
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Learn about disclosures →William is a one-third owner in Katz View, LLC, which owns a vacation rental property, since January 2020. He dedicates a few hours per week to this activity, and it is not investment-related.