| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.03% |
| $500K - $1.1M | 0.03% |
| $1.1M - $2.0M | 0.02% |
| $2M+ | 0.01% |
Fees are subject to negotiation depending on specific circumstances.
1301 East 9th Street, Suite 3700, Cleveland, OH, 44114
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Learn about disclosures →John works as a ski instructor at Mt. Brighton Ski & Ride School, dedicates a few hours per week to hourly sports lessons through Kasota Sports LLC, and works at Clear Lake Marina for about 10-20% of his time. None of these activities are investment-related.