| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $35.0M | 0.50% |
| $35.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees negotiable for amounts over $50 million.
125 High Street, Oliver Street Tower, Boston, MA, 02110
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Learn about disclosures →Shaun works as a food vendor at Red Sox games for Aramark in Boston, MA. This non-investment related activity requires minimal time and does not occur during trading hours.