| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.35% |
The annual fee is negotiable based upon certain criteria.
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Learn about disclosures →John is an associate at Demongronomics, an investment-related firm, since 2015. He spends nearly full-time on marketing and technology administration.