| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Fees are negotiable.
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Learn about disclosures →Jonathan is the secretary for Centura Foundation, a non-profit, and spends minimal time on this. He also engages in insurance sales, dedicating minimal time to this activity.