| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are subject to negotiation depending on client relationships, size, and servicing requirements.
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jeffrey is a member of the investment committee for Burke Rehabilitation Hospital since 2007, assisting in overseeing the foundation's investment portfolio. He dedicates minimal time to this activity.