| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $6.0M | 0.40% |
| $6M+ | 0.20% |
Fees are negotiable under certain circumstances.
605 South Front Street, Suite 100, Columbus, OH, 43215
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Learn about disclosures →Mark serves on the Bureau of Workers' Compensation (BWC) Board of Directors, appointed by the Ohio Governor in 2011, as an investment and securities expert. He chairs the Investment Committee and spends about 10-20% of his time on BWC business.