| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
All fees are negotiable.
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Learn about disclosures →Marco is a limited partner and passive investor in China Investment Venture since 2010, allocating no time to this activity. He is also an appointed successor trustee for a firm customer account, Gerhard Kuti, receiving no additional compensation and devoting no time to this activity.