| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Standard fee schedule may be negotiable at the firm’s discretion.
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Learn about disclosures →John occasionally participates in paid short-term consulting arrangements related to investment management market trends. He also owns and manages a rental property.