| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
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Learn about disclosures →Ryan works as a Tax Senior Manager at Moss Adams, LLP, a CPA firm, since 1998. His duties include tax return preparation and review, tax and business planning, client management, and staff supervision, taking up nearly all of his time.