| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $40.0M | 0.40% |
| $40.0M - $60.0M | 0.35% |
| $60.0M - $80.0M | 0.30% |
| $80.0M - $100.0M | 0.25% |
| $100.0M - $120.0M | 0.20% |
| $120M+ | 0.20% |
Fees are negotiable in certain circumstances.
310 Commercial Drive, Savannah, GA, 31406-3682
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Learn about disclosures →Justin assists his wife with the day-to-day operations of her marketing, media, and advertising company, Thoughts on Threads, LLC, ensuring taxes are paid and bills are managed. He dedicates a few hours per week to this non-investment related business.