| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
MAI negotiates fees at its discretion, resulting in clients under different fee schedules.
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Learn about disclosures →David is a managing partner at Evoke Wealth, LLC and Inbalance Advisors, LLC, dedicating nearly all of his time to these activities. He is also a passive investor in KTWO/JTWO, Sunburst Partners III, and Maple Ave, spending no time on these investments.