| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
830 West Causeway Approach, Suite 1200, Mandeville, LA, 70471
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Learn about disclosures →Catherine serves as a trustee for the Stanley Ray Philanthropic and Civic Trust since October 2021.