| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees negotiable above $2,000,000.
640 Fifth Avenue, 4th Fl., New York, NY, 10019
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Learn about disclosures →Jaime is the VP of a co-op board, spending minimal time per month, and the President of Black Diamond Financial LLC, spending a few hours per week. Jaime also serves as Social Chair for Silver Beach Association, dedicating minimal time annually.