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Fee Schedule

Account ValueQuarterly FeeAnnualized Fee
$100,000 to $1 million0.2500%1.00%
$1 million to $5 million0.1875%0.75%
$5 million to $10 million0.1625%0.65%
Over $10 million0.1500%0.60%

A full description of fees and services are provided in the Adviser’s Client Agreement prior to opening an account.

Please view our FAQ page

Forms

2024 ADV and Brochure
2024 Form ADV, Part 3 (Form CRS)