| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
WDG may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where WDG deems it appropriate under the circumstances and factors involved, including discounted fees for charitable or civic organizations.
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Learn about disclosures →Thomas is the treasurer for the Michael Robison Political Campaign, spending minimal time on filing reports and managing finances. He is also a board member of Beacon for Youth Foundation, a non-profit, dedicating minimal time to reviewing financial statements and investment performance.