| Assets Under Management | Annual Fee |
|---|---|
| Up to $20.0M | 1.00% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees may vary depending on the size of the account and/or relationship, type of product and type of account.
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