| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.75% |
| $6M+ | 0.75% |
Fees negotiable above $6,000,000.
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Learn about disclosures →Daniel works as an accountant in-charge at McCall Scanlon & Tice, LLC, providing accounting and tax services. This occupies his time on a full-time basis.