| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.63% |
919 Hillsdale Blvd., Suite 150, Foster City, CA, 94404
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