| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
For Equity and Balanced assignments (except Growth, Concentrated Growth, Core Growth and Young Enterprise Shares (YES) strategies). Fees may be negotiable where special circumstances prevail.
331 Newman Springs Road, Suite 133, Red Bank, NJ, 07701-1074
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