| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $300K | 0.40% |
| $300K - $500K | 0.30% |
| $500K+ | 0.20% |
Fee schedule may be waived or discounted by agreement between MissionSquare and the Plan Sponsor.
777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240
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Learn about disclosures →Bree is a member of Mahogany Ridge, LLC, a potential future rental property, since January 2024. She anticipates minimal administrative duties related to this non-investment related activity.