| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Minimum annual fee of $20,000. Fees may be negotiable.
1 Turks Head Place, Providence, RI, 02903
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