| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.50% |
| $6.0M - $8.0M | 0.40% |
| $8.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Investment advisory fee is negotiable in certain limited circumstances.
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