| Assets Under Management | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $600K | 1.15% |
| $600K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3M+ | 0.85% |
Fees are non-negotiable, although iCapital reserves the right to charge fees that are less than those set out above and or to waive account minimums.
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Learn about disclosures →Meghan is the founder, owner, and designer of M.E.R. Joolz, a jewelry company, since 2005. She spends about half her time on this non-investment related activity.