| Assets Under Management | Annual Fee |
|---|---|
| Up to $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable for amounts over $25,000,000.
Dallas, TX
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Learn about disclosures →Aleksandra owns a rental property in California since 2021. This activity is not investment-related and takes about 10-20% of her time.