| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
525 Bigham Knoll, Jacksonville, OR, 97530
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