What are the fees for Private Wealth Management?

Our standard fee schedule is listed below:

• 90 basis points (0.90%) per year for clients with aggregate account balances up to $2 million
• 80 basis points (0.80%) per year for clients with aggregate account balances between $2 million and $5 million
• 60 basis points (0.60%) per year for clients with aggregate account balances between $5 million and $10 million
• 50 basis points (0.50%) per year for clients with aggregate account balances in excess of $10 million