| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.60% |
| $1.0M - $2.0M | 1.35% |
| $2M+ | 1.10% |
Fees may be negotiable.
340 E Main Ave, Bowling Green, KY, 42101
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