| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees charged quarterly in advance. Fees may be individually negotiated.
10401 West Innovation Drive, Suite 300, Wauwatosa, WI, 53226
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Learn about disclosures →Brian and his wife own two duplexes, renting out one entirely and half of the other. Brian earns $7-8,000 annually from this activity, dedicating minimal time outside of trading hours.