| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
The annual rate based on the Fee Schedules are negotiable fees.
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Learn about disclosures →Matthew is a 50% owner of EMMAX Real Estate LLC, a real estate holding company involved in managing investment properties. He spends minimal time on this activity during non-business hours.