| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | Included |
First $250,000 included with financial planning. Fees over $5,000,000 are custom.
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