| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $10.0M | 0.95% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Management Fee may vary based on client-specific factors. Related family assets are aggregated for calculating fee breakpoints. Certain clients may receive a discount based on the limited scope of services being provided or during the initial period of investment.
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Learn about disclosures →Jeffrey refers clients to third-party insurance providers through THG Financial for compensation, which is considered an investment-related activity. He spends minimal time on these insurance referrals.