| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable above $10 Million.
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Learn about disclosures →Sharon is a managing member of SlateStone Holdings LLC, a non-investment related holding company for SlateStone Wealth. She spends minimal time on this activity.