| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
This schedule may be discounted depending on several factors, including but not limited to, the scope and complexity of the services provided, the total value of assets managed, the number of accounts and/or the individual needs of the client. Effective AUM rates range from 0.4% – 1.00% annually. Accounts may also be subject to a minimum quarterly fee.
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Learn about disclosures →As a principal of RS Crum and a lead advisor to many of the firm's clients, Jon brings 15 years of experience in providing business consulting and mergers and acquisitions services to owners of privately-held businesses, including running his own M&A firm for six years prior to joining RS Crum in 2008. As a result, he offers a unique entrepreneurial perspective and understands the emotional and complex decisions that impact business owners and individuals as they contemplate major transitional events. Mr. Theriault also has considerable real estate experience, offering additional insight to the common real estate concerns facing clients today. A member of the FPA as well as NAPFA, Jon is also a charter Board Member of The Center for Investment and Wealth Management at UC Irvine. He has a bachelor degree in business administration from the University of Arizona and and MBA with an emphasis in Finances from Pepperdine University. Jon is married and has three children.