| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Minimum annual fee of $5,000 in certain cases, which could result in a higher than 1.00% fee for accounts under $500,000. The Adviser reserves the discretion to waive or adjust fees/minimums as they deem appropriate.
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