| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Individual Accounts for immediate family members may be aggregated, and the fee charged based on the total value of family members’ accounts. We also reserve the right to reduce or waive advisory fees and/or minimum account requirements for services provided to family members and friends.
1564 Commercial St. Se, Salem, OR, 97302
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