| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. There is a trade threshold of 80 trades per year, after which a fee of $35 per trade will be assessed.
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Learn about disclosures →Matthew works as a mutual fund wholesaler for Hudson Edge Investment Partners. This is a full-time commitment.