| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Fees can be negotiable on a client-by-client basis.
1500 Main St, 25th Floor, Springfield, MA, 01115-1001
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Learn about disclosures →Patricia is employed by DJ St. Germain Co., Inc. and subsidiary St. Germain Investment Management. Patricia also co-owns The Wild One Candle and The Wild One Candles and Gifts with her son, dedicating about a quarter of her time to this non-investment related activity.