| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $30.0M | 0.75% |
| $30M+ | 0.50% |
Advisory fee is negotiable, depending on individual client circumstances.
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