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
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