| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are charged as a percentage of assets under management. There is a separate indexing program fee.
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Learn about disclosures →Drew is an insurance agent at HBK Sorce Insurance, dedicating full-time hours to this role. He also serves as a board member at Kahkwa Country Club and owns Car to Car Care, spending a few hours per week on the latter.