| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable in certain circumstances.
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Learn about disclosures →Jonathan serves as a co-trustee on two family trusts for a former co-worker. This activity is not investment-related.