| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees may vary based on strategy, fee negotiation, and changes in fee schedules over time.
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Learn about disclosures →Kevin is the treasurer and member of the Distribution Committee for the Schenectady Community Foundation, dedicating minimal time. He is also a board member for Schenectady Community Home Inc. and the President of the Estate Planning Council of Eastern New York, Inc., dedicating minimal time to each.