| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may vary based on complexity and service level. Negotiable in certain circumstances. Discount rate of 0.50% for Simple IRAs, 403b plans and endowments.
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