| 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 →Andres is a director at Advocates, Inc., a non-profit organization for families with children with disabilities, since 2004. He dedicates minimal time to this role, including during securities trading hours.