| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Related accounts can be combined for fee paying purposes.
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Learn about disclosures →Jon is a partner/president of Hogan Enterprises LLC, a personal investment club focused on publicly traded securities. He spends a few hours per week on activities such as raising capital, conducting meetings, and executing trades.