Policies and Services
Schedule of Fees
ASSETS MANAGED ANNUAL FEE* $100,000- $5,000,000 1.50%Over $5,000,000 1.00% *Minimum Account $100,000.00Annual rates, computed and payable quarterly, in advance.
ASSETS MANAGED ANNUAL FEE*
$100,000- $5,000,000 1.50%Over $5,000,000 1.00%
*Minimum Account $100,000.00Annual rates, computed and payable quarterly, in advance.