| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
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Learn about disclosures →Daniel works as a Research Analyst for Bridges Trust Company, dedicating a few hours per week to investment research. This activity is investment-related.