| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Relationships with total Assets below $1,000,000 = 1.25%. The annual fee schedule is subject to change and also can be negotiated by OPCM under certain circumstances.
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Learn about disclosures →Paul is a co-trustee of a trust, spending a few hours per week managing funds and providing reports. He also holds board and committee positions at several non-profit organizations, providing input on investment issues but not directly managing funds.