| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
Fees for fixed income only accounts are discounted at 50% of the prevailing rate.
19495 Biscayne Blvd., Suite 500, Aventura, FL, 33180
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Learn about disclosures →Anthony is a member of SAV Condo LLC, which owns a personal use condo. He spends minimal time on this activity.