Fee Structure

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Investment Management - $1,000,000 Minimum Investable Assets

• 1.20% annually on the first $1,000,000
• 1.00% annually on the next $500,000
• 0.80% annually on assets above $1,500,000

Fees are billed quarterly in arrears based on the average daily balance for the quarter, excluding cash.

Integrated services for Investment Management clients include:

• Comprehensive Financial Planning - Plans starting at $2,500
• Advanced Tax Planning
• Tax Preparation and Coordination - Flat fee based on complexity of return