| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Under certain circumstances, Adviser enters into alternative fee arrangements and offers discounts to its standard fee schedule or negotiates fees with clients. These alternative fee arrangements are lower than Adviser’s standard fee schedule. Adviser’s fee may be discounted for fixed-income accounts or balanced accounts that own both equities and fixed income.
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