| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable over $1,000,000.
810 Gleneagles Court, Suite 109, Baltimore, MD, 21286
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Learn about disclosures →Brian is the founder and president of Harborside Sales Group, providing sales and marketing services, dedicating nearly full-time hours. He also provides strategic support to Jemma Investment Advisors, LLC and serves as President of Cromwell Investment Advisors, LLC, dedicating about a quarter of his time to each. Brian also has supervisory duties for Harborside through Foreside Fund Services, LLC.