| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fees are negotiated for amounts over $15,000,001. The fee for the negotiated tier is based on the previous tier's fee percentage.
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