| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees for individually managed/family office/non-philanthropic organization accounts. Actual fees may be negotiated.
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Learn about disclosures →Christine owns multiple rental properties in Iowa since April 2021. She dedicates minimal time to these investment-related activities.