| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
The fee is based on the amount of money in each bracket.
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Learn about disclosures →Philip is a co-presiding partner of Hay Weiss, CPA, LLC, a non-investment-related business providing payroll and accounting services, dedicating minimal time to it. He also occasionally reviews industry guides for the CFA Institute, devoting minimal time to this activity as well.