| Assets Under Management | Annual Fee |
|---|---|
| Up to $7.5M | 0.50% |
| $7.5M - $15.0M | 0.25% |
| $15.0M - $30.0M | 0.13% |
| $30M+ | 0.25% |
Fees are negotiable based on unique circumstances. Minimum annual fee of $10,000 may result in a higher percentage fee for clients with net worth less than $2 million.
10 W. Carmel Dr Ste 400, Carmel, IN, 46032-3357
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