| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable based on various factors.
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Learn about disclosures →Ana is an attorney-at-law and sole proprietor, practicing law from home and another office location. This activity is not investment-related and takes a significant amount of Ana's time.