| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $7.0M | 0.55% |
| $7.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable. Schedule based on a 60% equity / 40% fixed income allocation.
285 Kappa Drive, Suite 220, Pittsburgh, PA, 15238
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Learn about disclosures →Kate is a director of 2300 Palmer, LLC, a non-investment real estate holding company, since 2015. She is also a director of Abraxas Advisory, LLC, a non-investment real estate management and consulting firm, since 2018; she spends a few hours per week on each activity.