| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable under certain circumstances.
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Learn about disclosures →David serves as a member of the Board of Trustees and Treasurer for Patrick Henry Family Services, providing advice and oversight. He dedicates minimal time to this activity.