| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for amounts over $5,000,000.
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Learn about disclosures →Kevin works as a musician and 1099 contractor since 2016, dedicating about 10-20% of his time to singing and playing music in a cover band. This activity is not investment-related.