| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
1450 Brickell Avenue, Suite 2850, Miami, FL, 33131
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Learn about disclosures →Henry is involved with client account management at Banco de Credito e Inversiones, Miami Branch since March 2019. This takes about a quarter of his time, including a few hours per week during securities trading hours.