| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 0.90% |
| $10.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees negotiable for amounts over $100,000,000.
Bronxville, NY
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Learn about disclosures →Chad is a Director at Fort Point Capital Partners, providing investment advisory services to high-net-worth individuals and family offices. This activity is investment-related.