| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
Fees above $25,000,001 are negotiable, but no greater than 0.60%.
Boston, MA
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