| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.89% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $40.0M | 0.73% |
| $40.0M - $80.0M | 0.68% |
| $80M+ | 0.68% |
Fees are negotiable.
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