| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
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Learn about disclosures →Philip is involved with LJ Trust Company LLC, a private family trust company, as Chair of the Beneficiary Relations Committee and Member of the Audit Committee since 2018. He dedicates minimal time to oversight and participation in these committees.