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Fee Schedule
Account Size | Annual Fee Rate |
---|---|
Up to $500,000 | $2,500 or 0.90%, whichever is greater |
Next $500,000 | 0.75% |
Next $1,000,000 | 0.60% |
Next $8,000,000 | 0.45% |
Above $10,000,000 | 0.35% |
Standalone Financial Planning | $2,000 - $5,000 |