| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Employees/Board Members of AmeriServ Financial®, Inc., AFB, and AWA will be granted a 10% discount from the applicable fee schedule. Non-Profit and Charitable Organizations 501(c)(3) generally are granted a 10% discount from the applicable fee schedule. AWA retains the discretion to negotiate alternative fees on direct and indirect relationships.
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