| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
Clients who choose a completely passive implementation of their portfolio will receive a discount of 25% of the fees outlined above.
601 Union Street, #4343, Seattle, WA, 98101
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Learn about disclosures →Jean owns and manages real estate through JEMM Properties, LLC since 2003. This activity does not occur during securities trading hours.