| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Clients can negotiate different fees based on various factors.
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Learn about disclosures →Jason is a tax partner at RubinBrown LLP, an accounting and tax firm, since 2012. He spends nearly full-time on this role, with minimal time devoted during securities trading hours, leading tax client engagements and financial planning.