| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
Bellport, NY
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Learn about disclosures →Dillon is acting as power of attorney for his father since February 2022, requiring minimal time. This activity is not investment-related.