| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4.0M - $5.0M | 1.13% |
| $5.0M - $12.0M | 1.00% |
| $12.0M - $15.0M | 0.76% |
| $15.0M - $20.0M | 0.68% |
| $20.0M - $25.0M | 0.60% |
| $25M+ | 0.55% |
Maximum annual fee for the first twelve million of Net Assets under management, of one hundred twenty thousand dollars in any contract year. The minimum fee and rate may be reduced for nonprofit organizations or other special situations. Fees are not negotiable.
51 E Market Street, Corning, NY, 14830
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Learn about disclosures →Shawn is the Vice President of Mountain View Real Estate Holdings, Inc., a rental estate business, and authorizes material purchases and sales of properties, dedicating minimal time. Shawn also works part-time as an equipment operator for Kyle M. Twigg's logging and timber harvesting business, spending about 10-20% of his time there.