| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.45% |
Consulting Fee + Standard Program Fee. Fees and minimum account sizes may be negotiable.
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Learn about disclosures →Ethan is a shareholder of Diastole Wealth Management, Inc. and a principal of Boston Street Real Estate Partners and Eden Partners, dedicating minimal time to these roles. He is also the Founder/CEO of Market76, a software technology firm, and a Managing Member of Digital Financial, a financial data & software technology firm, dedicating full-time hours to these roles.