| Assets Under Management | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.25% |
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Learn about disclosures →John is the president of the Parish Council at Saint John the Baptist Greek Orthodox Church, where he has indirect/direct control over investment decisions. He dedicates about 10-20% of his time to this role, outside of securities trading hours.