| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $10.0M | 0.70% |
| $10M+ | 0.65% |
Fees are variable given such criteria as complexity, geographic location, your tenure as a Client, etc. Fees are negotiable.
Port Orchard, WA
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