| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 0.50% |
| $50K - $100K | 0.40% |
| $100K - $250K | 0.30% |
| $250K+ | 0.20% |
200 Berkeley Street, Boston, MA, 02116
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Learn about disclosures →Courtney owns rental property and acts as landlord, receiving rental income and maintaining the property since February 2025. This activity requires minimal time.