| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Clients are charged a minimum Asset Management fee of $2,500 per quarter ($10,000 annually ).
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Learn about disclosures →Robert is a committee member for the Jacobson Jewish Community Foundation since 2017 and a member of the investment committee for Ruth & Norman Rales Jewish Family Services since 2020. He dedicates minimal time to each of these non-profit organizations.