| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.70% |
Fees may be negotiable. Minimum fee is the lesser of $25,000 or 2.00% of Managed Assets.
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Learn about disclosures →Angela is affiliated with Golden Seeds, ACG New York Family Office Committee, and ACG New York Board of Directors, dedicating minimal time to each. She also serves on the Executive Board for Cox School of Business, spending minimal time on board-related duties.