| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.25% |
Fees are negotiable for accounts over $5,000,001.
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Learn about disclosures →Eric is the owner and officer of Belz Monument Service Inc, sandblasting headstones, since 2014. He is also the Vice President of Belz Monument & Sandblasting Co, managing employees and monitoring production, dedicating a few hours per week during security trading time.