| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
333 West Vine Street, Suite 1740, Lexington, KY, 40507
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Learn about disclosures →Robert serves on the board of directors for Corporex Family of Companies, a commercial real estate business, dedicating minimal time. He is also a member of Roebling Capital Partners, a private placement firm, and spends minimal time on this activity as well.