| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and may vary based on several factors.
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Learn about disclosures →Matthew is an associate at Clarkston Capital Partners LLC, dedicating full-time hours to investments. He also works with ALPS Distributors, Inc.