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Advisory Fees

Your annual advisory fee will start at 0.90% of your account balance and the rates will decrease as account size grows.

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For account balances exceeding $3 million, the fee is capped at a flat $20,000, regardless of account size.  

Account Size
Annual Fee
First $1,000,000
0.90%
Next $1,000,000
0.60%
Next $1,000,000
0.50%
Over $3,000,000
$20,000 Flat Fee
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