| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Discounts not available to our clients are offered to family members and friends of associated persons of our firm. The Wealth Conservancy, Inc. can negotiate agreed upon adjustment at its discretion.
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