| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for amounts over $5,000,000.
7 Grove Street, Suite 201, Topsfield, MA, 01983
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Learn about disclosures →Peter co-manages Valley View Farm, a dairy business, with his wife, dedicating about 10-20% of his time. He also works full-time as an advisor at Huntwicke Advisors, LLC and spends minimal time as an animal inspector for the Town of Topsfield, MA.