| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.01% |
| $25M+ | 0.01% |
This fee schedule applies to the Small Cap Equity Strategy. Other strategies have different fee schedules.
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Anthon is the Director of Operations at Rice Hall James & Associates since 2010, supervising a team that handles operational activities. This role requires full-time commitment, with 100 hours dedicated during trading.