| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees negotiable for accounts over $5 million. Using the previous tier's fee percentage as the starting point for negotiation.
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Learn about disclosures →Gary is a business editor for radio station KNBR 680, providing daily market and business updates and hosting a weekly talk show, dedicating a few hours per week. He also serves on the board of directors for the Croatian Scholarship Fund, a non-profit organization.