| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $50.0M | 0.30% |
| $50M+ | 0.30% |
Fees negotiable for assets greater than $50,000,000.
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