| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees may be negotiable at the sole discretion of the Advisor.
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Learn about disclosures →Lawrence is involved with three outside business activities. He dedicates about 10% of his time to strategic planning for The Nagen Project and The Foundation for Defense of Democracies, both charitable organizations, and a few hours per week to due diligence and structure setup for Square One Labs.