| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
The Investment Management fee can be influenced by several factors and may change. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
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Learn about disclosures →Jorge is a Wealth Advisory Board Member for Blue Vault Partners, spending minimal time providing advice on alternative investments. He also serves on the Product Advisory Board for Stratifi Technologies, dedicating minimal time to shaping their product strategy.