| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Larger accounts negotiable
1600 Utica Avenue South, Suite 460, Minneapolis, MN, 55416
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