| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $300K | 1.65% |
| $300K - $500K | 1.40% |
| $500K - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.78% |
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Learn about disclosures →Henry works as a Senior Account Executive at SAP Americas, Inc., selling enterprise cloud procurement software to utilities. This non-investment related activity takes up a full-time commitment, including during securities trading hours.