| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
The annual fees are negotiable.
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Learn about disclosures →Christopher works as an assistant and associate professor at Elon University since 2013. This takes about half of his time, including a significant portion during securities trading hours.