| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.60% |
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Learn about disclosures →David is a VP Wealth Portfolio Manager at Johnson Bank, an investment-related affiliate, since 2013. He works full-time as a portfolio manager and dual employee of Johnson Bank and Johnson Wealth Inc.