Fee Schedule
Simple • Transparent
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Assets up to $500,000 1.00% annually
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Assets $500,000–1,000,000 0.75% annually
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Assets in excess of $1,000,000 0.50% annually
Examples of Tiered Rates on Household Assets
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$1,000,000 0.875% annually
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$3,000,000 0.625% annually
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$5,000,000 0.575% annually