| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
We have a $1,500 minimum quarterly fee requirement, which may be waived or reduced if we feel circumstances are warranted.
4600 Military Trail, Suite 215, Jupiter, FL, 33458
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