| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
This fee schedule applies to balanced portfolios above $400,000 under the Focus Partners Advisor Solutions Program. Certain clients may be grandfathered under different fee schedules.
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