| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10M+ | 1.00% |
Fee schedule applies to accounts with more than 60% allocated to equity securities. Lower fees apply to accounts with 60% or less allocated to equity securities: 1.00% for accounts from $1 million - $10 million and 0.90% for accounts of at least $10 million.
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