| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
400 Broadhollow Road, Suite 301, Melville, NY, 11747
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Learn about disclosures →Charles is the manager and sole owner of CKAS Equipment LLC, which acquires heavy equipment for rental purposes. He dedicates a few hours per week to this non-investment related activity.