| Assets Under Management | Annual Fee |
|---|---|
| Up to $4.0M | 0.70% |
| $4.0M - $8.0M | 0.50% |
| $8.0M - $12.0M | 0.30% |
| $12M+ | 0.20% |
Fee schedule is not negotiable, but they reserve the right to take certain clients who do not currently meet the AUM requirement. Family relationships may be aggregated for billing purposes.
6600 Brooktree Court, Suite 2200, Wexford, PA, 15090
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