| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
100 Corporate Parkway, Suite 338, Amherst, NY, 14226
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Learn about disclosures →Matthew is an adjunct lecturer at the University of Buffalo since 2020, dedicating a few hours per week to this role. This activity is not investment-related.