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Fees & Compensation

(iii) Independent Money Managers:

Independent Money Managers will adhere to the following pricing schedule:

  Assets Under Management
  Annual Net Fee Assessed *
First $500,000
2.25%
Next $500,000
1.75%
Over $1,000,000
1.25%
 

*Our firm’s fees are generally not negotiable. Further, our firm’s fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.