| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.10% |
Fees can be negotiated or modified at U.S. Boston's discretion.
Lincoln North, Lincoln, MA, 01773
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Learn about disclosures →John is involved in several outside business activities, including being Principal of Pear Tree Partners LP, a board observer for Tamr, a trustee for clients and non-clients, a board member of Nailbiter, and a member of US Boston & Groma Opportunity Zone Fund III Strategic Oversight Committee. He also serves as a board observer for multiple companies including Vanu Inc., Javelin Biotech Inc., Olaris, Inc., TalkingHeads, Inc., and Home Tech Innovation Inc.