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Fee Schedule
Custom Investment Management
Recommended minimum is $50,000
Assets Under Management (AUM)
Up to $250,000
$250,000 to $500,000
$500,000 to $1,000,000
$1,000,000 to $2,000,000
$2,000,000 to $5,000,000
Over $5,000,000
Annualized Fee %
1%
.90%
.80%
.70%
.60%
.50% (negotiable)
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