| Assets Under Management | Annual Fee |
|---|---|
| Up to $50.0M | 0.65% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | Included |
Fees are customized for balances over $100 million.
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Learn about disclosures →Brett is an independent Director of the Board for Cowen, Inc., an investment bank, since June 2018. This requires a few hours per week, with some time during securities trading hours.