ASSETS MANAGED ACROSS ACCOUNTS | ANNUAL FEE AS A PERCENTAGE OF TOTAL ACCOUNT VALUE |
Up to $5,000,000 | 0.65% |
$5,000,000 and Over | 0.50% |
Minimum Account Size $500,000 | This account size is negotiable under certain circumstances. We do not charge any fees in advance; fees are billed at the end of each quarter. |