| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
Management Fees are negotiable in the sole and absolute discretion of the Adviser. The highest fee percentage was used for the first tier.
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Learn about disclosures →Brendan spends about half his time performing GP duties and providing investment advisory work for Gold Coast Multi-Asset Fund. He also dedicates time to Gold Coast Wealth Management, R.F. Lafferty & Co., OpenLocker, and THE 1 TRAIN LLC, a marketing services business.