| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are negotiable and some clients may pay fees pursuant to a materially different fee schedule.
4030 Lake Washington Blvd, Suite 308, Kirkland, WA, 98033
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