| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.70% |
| $10.0M - $30.0M | 0.50% |
| $30.0M - $50.0M | 0.30% |
| $50M+ | 0.20% |
Fee schedule for Separately Managed and Sub-Advisory Accounts opened prior to January 1, 2025.
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