| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $6.0M | 0.40% |
| $6M+ | 0.20% |
Fees are negotiable under certain circumstances.
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Learn about disclosures →Robert is the president, founder, and sole proprietor of Upton Financial Education, which develops study materials for the CFA and FRM exams as an independent contractor with Schweser. He dedicates minimal time to this business each month.