| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fee schedule is for fixed income accounts. Balanced accounts charge 1% on the first $3M, 0.95% on the next $5M, and 0.75% over $10M. Equity accounts charge 1% up to $10M and 0.95% over $10M. Minimum annual fee: $500.
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