| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
The annual rate based on the Fee Schedules are negotiable fees.
1655 Valley Center Parkway, Suite 100, Bethlehem, PA, 18017
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Learn about disclosures →Michael is a board member for Lee Initiatives and Walnut Management Corp since 2021. He attends bi-monthly meetings, dedicating minimal time during both business and non-business hours.