| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Discounts may be negotiated.
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Learn about disclosures →John is a director of the Shepard Broad Foundation, overseeing operations including grant making and investments, dedicating a few hours per week. He also owns and directs Broad-Bussel Enterprises, Inc., the general partner of a family limited partnership, spending a few hours per week overseeing its investments.