| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.3M | 1.00% |
| $1.3M - $2.3M | 0.75% |
| $2.3M+ | 0.50% |
Fees are generally negotiable.
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Learn about disclosures →Kirby is an adjunct professor of accounting and financial education at the University of Maryland Global Campus, dedicating about a quarter of their time. Kirby also engages in personal investing, real estate rentals, investment and tax consulting, and educational consulting.