| Assets Under Management | Annual Fee |
|---|---|
| Up to $350K | 1.50% |
| $350K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $7.5M | 0.40% |
| $7.5M+ | 0.30% |
Fees are subject to negotiation.
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Learn about disclosures →Katy is a Relationship Manager at Charter Oak Capital Management, dedicating about a quarter of her time to assisting with office workflow and financial services business activities. She also volunteers as a committee member for Make a Wish of Maine and as a board member for Wildcat Girls Ice Hockey Assn, spending minimal time on each.