| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $6.0M | 0.50% |
| $6.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Public charitable or church related 501(c)(3) organizations incur an annual fee of 0.2% of the market value, charged quarterly; ministers and Nvest extended family incur annual fees at 50% of the tiered rates (above). Nvest employees and immediate family do not incur investment management fees.
Powell, OH
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