| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
WDG may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where WDG deems it appropriate under the circumstances and factors involved, including discounted fees for charitable or civic organizations.
7870 E Kemper Road, Suite 210, Cincinnati, OH, 45249
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