| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
The IAA and fee schedule may be modified by Broadwing Capital.
101 Larkspur Landing Circle, Suite 221, Larkspur, CA, 94939
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Learn about disclosures →Kelly is a member of the advisory board and a limited partner in La Ballena Mexico Partners, LLC, a real estate investment firm, since 2006. She dedicates minimal time to offering business-related advice to general partners.