| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Fees and breakpoints are negotiable.
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Learn about disclosures →Allen works as an investment advisor at Hilton Head Asset Mgmt Group, dedicating full-time hours to this role.