| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees for fixed income strategy are reduced by 50% from the standard fee schedule.
1201 Network Centre Drive, Effingham, IL, 62401
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Learn about disclosures →Frank serves on the advisory board for Ginger Ale's, a non-investment related activity, dedicating minimal time. He is also a 25% owner and passive investor in SHC-CE LLC, an investment-related activity, spending minimal time.