| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Under certain circumstances, Adviser enters into alternative fee arrangements and offers discounts to its standard fee schedule or negotiates fees with clients. These alternative fee arrangements are lower than Adviser’s standard fee schedule. Adviser’s fee may be discounted for fixed-income accounts or balanced accounts that own both equities and fixed income.
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Learn about disclosures →Michael is a volunteer board member for the Baltimore Chesapeake Bay Outward Bound School since 2018, planning and organizing for the non-profit's future. This requires minimal time each month.