Fee Schedule
First $500,000 of
assets
|
|
.375% per quarter
|
Excess of
$500,000 of assets
|
|
.25% per quarter
|
Accounts under
$250,000 of assets may be charged at the rate of .50% per
quarter.
Fees are negotiable depending upon size of account
and client servicing needs.
Clients will be billed
at the beginning of each calendar quarter based upon the value of
the assets under management at the end of the previous
quarter. |
|
