| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are generally not negotiable; however, in certain circumstances, the Company may accept other negotiated rates.
5550 Glades Road, Suite 535, Boca Raton, FL, 33431
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Learn about disclosures →Timothy is a co-portfolio manager at FlexMark Strategic Partners, LLC since May 2018. This investment-related activity takes nearly full-time hours.