| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.75% |
This fee schedule applies to Stock-Based Model Portfolios. Index-Based Model Portfolios have a different fee schedule.
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Learn about disclosures →Isaac is the Soccer Director of Glendale Kenly Recreation League, a recreational athletic league. He sits on the board of directors and dedicates minimal time to this non-investment related activity.