| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.35% |
Allegheny has the right to deviate from this schedule and negotiate fees on a client-by-client basis.
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA, 15237
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Learn about disclosures →Joseph is a partner in Hoover Properties, a member of Whites Mills Development LLC and DHP Realty LLC, and the president of the board for Partners in Progress Haiti. These activities, including investment-related roles, require minimal time commitment.