| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M+ | 0.50% |
Fees may be negotiable.
4601 W North A Street, Tampa, FL, 33609-1909
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Learn about disclosures →Kaelan is the CEO and total majority owner of Sapphire Professionals LLC, a SaaS tech firm. He spends minimal time on software development, management, and business planning for this non-investment related activity.