| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 0.90% |
| $10.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees negotiable for amounts over $100,000,000.
New York, NY
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Nicholas is the Executive Director of After Arts, an LLC that connects professionals and musicians, dedicating about 10-20% of his time. He is also a Managing Director at Fort Point Capital Partners and a board member for Project Music Heals Us, a music non-profit, spending minimal time on this.