| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.45% |
| $4.0M - $6.0M | 0.30% |
| $6.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Advisory fee is negotiable at the sole discretion of IFA. Discounts are given for families, groups, associations, and for competitive reasons.
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