| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.10% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable in some circumstances. This is for the AMF - Allocation and Managed Funds program.
Mandeville, LA
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Learn about disclosures →Joseph is a managing member of ZFT LLC, a real estate holding company, since 2001, dedicating minimal time to collecting rent and managing property. He is also a managing partner of Mile End Capital Management LLC since 2004, spending a few hours per week collecting trustee fees.