| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 0.90% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Minimum annual fee: $7,500. The Adviser reserves the right to impose a minimum of $1,500,000 of assets under management to open a portfolio management relationship. This minimum relationship size and annual fee may be negotiable under certain circumstances.
85 Beach Street, Building D - Unit 17A, Westerly, RI, 02891
Get directionsStephen is the sole proprietor of a non-investment related accounting firm, providing tax preparation and planning services. He also owns 5% of Trisplit, Inc., a marketplace for data and software, dedicating about 10-25 hours per month to this activity.