| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees may be negotiated.
Collierville, TN
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Mark is the CEO of Vere Global Insurance Group, LLC, an insurance agency, and spends minimal time on administration and oversight. He also serves as Chief Executive Investment Officer for Gjallarhorn Capital Inc and Senior Portfolio Manager for Mimir's Well LP, both incubator hedge funds, dedicating a few hours per week to each.