| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable on a client-by-client basis. Some clients have prior negotiated arrangements outside the basic fee schedule. Multiple accounts in one household can be combined for breakpoint discounts.
180 South Clinton Ave, Suite 300, Rochester, NY, 14604
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