| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
158 Meeting Street, Charleston, SC, 29401
Get directionsAaron is the treasurer for the Edisto Island Open Land Trust since 2022, reviewing their P&L, annual budget, and reporting to the board. This requires minimal time and is not investment-related.