| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 0.90% |
| $10.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees negotiable for amounts over $100,000,000.
275 Sacramento Street, 8th Floor, San Francisco, CA, 94111
Get directionsJohn is a Managing Director at Uhlmann Price Securities, LLC since April 2020. He is also a Managing Director and Investment Advisory Representative at Fort Point Capital Partners LLC, dedicating a full-time commitment to this role.