| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Relationships with total Assets below $1,000,000 = 1.25%. The annual fee schedule is subject to change and also can be negotiated by OPCM under certain circumstances.
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Learn about disclosures →Thomas owns investment-related rental property in Gilbert, AZ, dedicating minimal time. He is also a board member of the Italian Athletic Club Foundation, a non-profit, spending minimal time planning community events.