| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for assets over $10 million are negotiated, using the previous tier's fee percentage as a starting point.
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Learn about disclosures →Mary works as an employee at Aprio Advisory Group, a CPA firm, since 2019. This takes more than full-time hours, with 160 hours dedicated to securities trading.