| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.3M | 1.00% |
| $1.3M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are generally not negotiable except in unusual circumstances.
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Learn about disclosures →Dana occasionally provides compliance consulting services to broker/dealers or RIAs, with prior approval from Wulff, Hansen & Co. This activity is not investment-related.