| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 0.65% |
| $100K - $250K | 0.60% |
| $250K - $400K | 0.55% |
| $400K - $500K | 0.50% |
| $500K+ | 0.45% |
One Nationwide Plaza, Columbus, OH, 43215
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Learn about disclosures →Joseph coaches lacrosse and serves as a board member for both New Albany Youth Lacrosse and New Albany Youth Football. These activities require minimal time and are not investment-related.