| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Barrett Capital, in its sole discretion, may charge a lesser investment advisory fee than that reflected in the above fee schedule based upon certain criteria.
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Learn about disclosures →Jeffrey is a Regional Sales Director for Demisto, a cloud security company, since June 2019. This role takes nearly full-time hours, with most of the time spent during security trading hours.