| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees may be negotiable at the sole discretion of the Advisor.
18851 NE 29th Avenue, Suite 400, Aventura, FL, 33180
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Alon is an investment committee member for J-Impact Fund I, reviewing potential fund investments, and an advisor for Square One Labs, performing due diligence. Both activities are investment-related and take a few hours per week each.