| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
For accounts under $500,000, the annual fee is $5,000. Fees may be negotiable. Accounts within the same household may be combined for a reduced fee.
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