| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Fees can be negotiable on a client-by-client basis.
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Learn about disclosures →Jason is a co-executor of the Stephen & Corinne Irwin Trust since 2018. This involves acting as an administrator or executor of an estate or trustee of a trust for a family member.