| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Some clients with established relationships prior to February 10, 2017, as well as some institutional accounts and family office accounts may be subject to a different fee schedule.
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