| Assets Under Management | Annual Fee |
|---|---|
| Up to $100.0M | 0.75% |
| $100.0M - $200.0M | 0.55% |
| $200.0M - $300.0M | 0.45% |
| $300.0M - $400.0M | 0.35% |
| $400.0M - $500.0M | 0.25% |
| $500M+ | 0.15% |
Advisory Fees may vary based on numerous factors including but not necessarily limited to the Clients’ unique circumstances, complexity of the account(s) and nature of the investment portfolio.
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