| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1M+ | 1.00% |
KIS’s program fees are negotiable in KIS’s sole and absolute discretion, with fees never exceeding with the Program Fee schedule detailed above. This does not include the Investment Manager or Model Strategist fee.
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Learn about disclosures →Alan is a committee member for St Rose Boy Scout Troop 167, an executive council member/board member for Erie Shores Council-Boy Scouts of America, and a committee member for St. Rose School Endowment. These activities require minimal time and provide no income.