| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable, but will not be less than 1% except for employees or family of employees, whose fees are waived. Advisory board members pay a discounted rate of 1% regardless of assets under management.
1706 Bardstown Road, Second Floor, Louisville, KY, 40205
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