| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.20% |
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Learn about disclosures →Dannielle is the Director of Accounting & Finance for Food for Neighbors, a non-profit organization, since January 2021. This takes about a third of her time and is not investment-related.