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Advisory Fees

Your annual advisory fee will start at 0.90% of your account and it will go down as account size increases. If the account goes above $2 million the fee will remain flat at $15,000 regardless of account size.  

Account Size                                       Annual Fees

First $1,000,000                                       0.90% of Account Value

Next $1,000,000                                       0.60% of Account Value

Over $2,000,000                                     $15,000 Flat Retainer Fee

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