| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.45% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.05% |
| $2.5M+ | 0.90% |
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Learn about disclosures →Brian works as an of-counsel attorney for O'Connor & O'Connor, a general practice law firm. He spends minimal time on this activity during trading hours and a few hours per week outside of trading hours.