| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.36% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.32% |
| $3M+ | 1.27% |
Fees are for Schwab as custodian. A minimum annual platform fee of $25 will be charged if the billable value of the account falls below $31,250. Fees are negotiable.
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