Investment Management – Tiered Fee schedule:
Assets Under Management Annual Fee %
> $250,000 < $750,000 .50%
> $750,000 < $1,000,000 .45%
> $1,000,000 < $5,000,000 .40%
> $5,000,000 < $10,000,000 .35%
> $10,000,000 < $15,000,000 .30%
> $15,000,000 .25%
*For complete disclosure, see the latest Investment Advisor Fee Schedule, Advisor Agreement, ADVII Disclosure and Privacy Policy documents.