| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $2.0M | 0.70% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $9.0M | 0.50% |
| $9M+ | 0.20% |
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