| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending on various factors.
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Learn about disclosures →Alek works as a data research analyst for The Cantwell Advisory LLC, a consulting firm. This activity, which is not investment-related, requires a few hours per week.