| Assets Under Management | Annual Fee |
|---|---|
| Up to $4.0M | 0.50% |
| $4.0M - $7.0M | 0.38% |
| $7.0M - $10.0M | 0.25% |
| $10M+ | 0.13% |
Clients engaged prior to the effective date of the current fee schedule are billed the lower of the fee stated in their original Investment Advisory Agreement or the current fee schedule.
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