| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
50 E RiverCenter Blvd, Suite 300, Covington, KY, 41011
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