| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Some clients pay more or less depending on certain factors such as the type and size of the account, the range of additional services provided to the client, and the total amount of assets managed for a group of related clients.
1111 Main Street, Suite 650, Vancouver, WA, 98660-2990
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