| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $700K | 1.25% |
| $700K - $1.2M | 1.15% |
| $1.2M - $2.2M | 1.10% |
| $2.2M - $3.2M | 1.00% |
| $3.2M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Management Fees will be negotiable in the sole and absolute discretion of the Advisor.
Lihue, HI
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