| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.35% |
| $2.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fees can be negotiated.
555 Croton Road, Suite 210, King of Prussia, PA, 19406
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Learn about disclosures →Michael owns rental property in Havertown, PA since 2020, and is a minority interest owner in GTV UNLTD, LLC since 2022. He also serves as treasurer for Haverford Youth Wrestling since 2023.