| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.65% |
| $500K - $1.0M | 0.35% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Fees are negotiable.
190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105
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Learn about disclosures →Jeffery is an adjunct professor and faculty fellow in the Finance Department at the University of Texas - Austin, teaching a class on public finance. He also serves as an alderman for the City of Clayton, Missouri, dedicating a few hours per week to this role.