| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees negotiable above $2,000,000.
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Learn about disclosures →Philip serves on the board of directors/treasurer for the Cambridge Heights Town House Complex, dedicating minimal time. He is also the CEO of Black Diamond Financial LLC and the Chief Market Strategist for Osaic Inc., spending a few hours per week on each activity.