| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.45% |
Consulting Fee + Standard Program Fee. Fees and minimum account sizes may be negotiable.
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