| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees negotiable within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed.
4520 East-West Highway, Suite 450, Bethesda, MD, 20814
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Learn about disclosures →Michael is a member of the Parish Finance Council at St. Raphael Catholic Church, advising on financial matters. He is also a managing member of Power 10 Capital, LLC, a holding company for his personal private investments, dedicating minimal time to each activity.