| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.25% |
Fees are negotiable for accounts over $5,000,001.
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Learn about disclosures →Joel works as a consultant/advisor at ClearThink Capital, a venture capital firm, dedicating nearly full-time hours. He also serves as a Compliance Officer for Legasure LLC, reviewing sales of variable insurance policies for a few hours per week, and as a Trustee for the Norma Gilbert Trust, devoting about 10% of his time.