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.