| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $22.0M | 0.75% |
| $22M+ | 0.75% |
All fees are subject to negotiation.
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Learn about disclosures →Jack is an associate at Moen & Thurston, providing tax, law, and other non-investment related services, primarily income tax preparation and administrative tasks, working about a quarter of his time. He is also a non-paid board member of the Notre Dame Club of Central New York/Syracuse.