| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees and minimums may be negotiable under certain circumstances, such as multiple relationships within a single family.
165 Culver Rd, Suite 100, Rochester, NY, 14620
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