| Assets Under Management | Annual Fee |
|---|---|
| Up to $780K | 1.30% |
| $780K - $1.8M | 1.00% |
| $1.8M - $3.7M | 0.80% |
| $3.7M - $8.0M | 0.55% |
| $8.0M - $18.0M | 0.50% |
| $18M+ | 0.50% |
Fees are negotiable for over $18,000,000.
Boca Raton, FL
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