| Assets Under Management | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.25% |
75 Park Plaza, Second Floor, Boston, MA, 02116
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Learn about disclosures →Jeffrey is a co-owner of Longfellow Homes, a real estate renovation business, since 2023. He is a passive owner and spends minimal time on this activity.