FEES: MONEY MANAGEMENT
Account size minimum: $50,000
Up to $100,000 annual fee is 0.0095
Up to $1,000,000 annual fee is 0.0085
Up to $10 million annual fee is 0.0075
Above $10 million, annual fee is 0.0065
To learn more about the value of your fees, click here or e-mail us.
