Yes. We can set up a separate account that will hold the assets you would like us to manage, and only collect our fee on those assets. If you prefer, your self-managed account can be set up on our system as an unmanaged “custodial” account, allowing us to execute trades that you direct us to make, and to prepare tax and performance reports on your self-managed assets. We only ask that the assets subject to our normal management fee meet our normal account minimums.

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