| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $7.0M | 1.20% |
| $7.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees on the balance are negotiable
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