| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees may be negotiated for complex or unusual circumstances. Reduced fees or reduced minimum fees may be arranged based on a variety of criteria.
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