| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $7.0M | 0.55% |
| $7.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable. Schedule based on a 60% equity / 40% fixed income allocation.
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