| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Fees may be negotiable on a case-by-case basis.
36 Washington Street, Suite 280, Wellesley, MA, 02481-1922
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Learn about disclosures →Minimum Investable Asset Requirement: $2 million