| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees for individually managed/family office/non-philanthropic organization accounts. Actual fees may be negotiated.
1 N. Brentwood Blvd., Suite 720A, St. Louis, MO, 63105
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Learn about disclosures →Timothy is a licensed insurance agent since May 2023, selling accident, health, sickness, and life insurance through Private Wealth Asset Management. This activity requires a few hours per week, including time during trading hours.