| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
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Learn about disclosures →Craig works as a marketing associate for the CPA firm Langley, O'Grady & Assoc., which is not investment-related. This takes about 10-20% of his time during market hours.