| Assets Under Management | Annual Fee |
|---|---|
| Up to $100.0M | 0.75% |
| $100.0M - $200.0M | 0.55% |
| $200.0M - $300.0M | 0.45% |
| $300.0M - $400.0M | 0.35% |
| $400.0M - $500.0M | 0.25% |
| $500M+ | 0.15% |
Advisory Fees may vary based on numerous factors including but not necessarily limited to the Clients’ unique circumstances, complexity of the account(s) and nature of the investment portfolio.
30 Rockefeller Plaza, New York, NY, 10112
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Learn about disclosures →Christopher serves as a Petty Officer in the United States Navy and as Treasurer on the Board of Directors for Friends of Barnstable Harbor. These activities are not investment-related.