| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.65% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees negotiable for accounts above $50,000,000.
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Learn about disclosures →Ryan is the North American Key Account Manager at Shell PLC, dedicating full-time hours to sales account management. Ryan is also a licensed insurance agent.