| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $3.5M | 1.00% |
| $3.5M+ | 0.80% |
Fees are subject to negotiation and may vary based on several factors.
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Learn about disclosures →Joseph is the treasurer for Nova Group, Waitkevich Bro. Capital, a real estate investing company, since 2021. This takes about 10-20% of his time, with minimal time spent during securities trading hours.