| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
The annual fees are negotiable.
3817 Lawndale Drive, Suite D1, Greensboro, NC, 27455
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Learn about disclosures →Blaise is an Adjunct Instructor at Elon University. This activity requires minimal time during trading hours.