| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.05% |
| $5M+ | 0.85% |
Fees are for standard assets. DSTs are subject to a lower fee schedule.
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Learn about disclosures →Since 2014, Nicholas has been a CPA and shareholder of Sutton-McCann & Company, a tax management company. He works for this business full-time, and the work is non-investment-related.