| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Fees can be negotiable on a client-by-client basis.
1500 Main St, 25th Floor, Springfield, MA, 01115-1001
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Learn about disclosures →Laura is an at-large board member of the Mass. Maritime Academy Parents Association since January 2022. This activity, which is not investment-related, requires a few hours per week.