| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.20% |
Fees are negotiable under certain circumstances, including long-term relationships and large account relationships.
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Learn about disclosures →Peter is the Vice President and Underwriter at Bernardi Asset Management, LLC, an affiliated investment advisor firm. This role takes nearly all of Peter's time, primarily during trading hours.