| AUM | Fee |
|---|---|
| $0 – $2,000,000 | 1.00% |
| $2,000,000 – $5,000,000 | 0.80% |
| $5,000,000 and up | 0.55% |
The fee rates are progressive, and each dollar will be charged within the bracket where it falls.
Financial planning fees are available based on the client’s needs. Fees are negotiable. Current Disclosures
