| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Accounts holding $1 million or more are assessed a fee lower than 1% at a negotiated level.
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Learn about disclosures →Michael is a minority shareholder in a coffee shop called Zebo, LLC since 2002. This activity is not investment-related and requires minimal time.