| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.75% |
Management fees are negotiable based upon circumstances and relationships with clients, including the scope of the Firm’s services.
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Learn about disclosures →Charlton is the president and founder of two large-format film production companies, Zephyr Productions (since 1989) and Highwood Productions (since 1998). He dedicates a few hours per week to each company, with minimal time spent during security trading hours.