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Pricing on assets we manage


Account Value
Annual Advisory Fee
The portion up to $1,000,000
1.00%
The portion from $1,000,001 to $2,000,000
0.80%
The portion from $2,000,001 to $3,000,000
0.65%
The portion from $3,000,001 to $5,000,000
0.50%
The portion from $5,000,000 and over
0.25%

Minimum Annual Fee is $5,000