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FEE SCHEDULE

An Overview of Fees

$10,000,000+ .50%
$5,000,000 – $9,999,999 .65%
$2,000,000 – $4,999,999 .90%
$1,000,000 – $1,999,999 1.15%
$500,000 – $1,000,000* 1.25%
$250,000 – $500,000* 1.50%

 
 
 
*Investable assets under $1,000,000 will be handled by one of our Associate Wealth Advisors.