Fee Schedule

Basic Financial "Life" Plan — $3,500


Fee-Based Asset Management  

$10,000,000 and above

Negotiable

$5,000,000 - $9,999,999

.60%

$3,000,000 - $4,999,999

.70%

$1,250,000 - $2,999,999

.80%

$750,000 - $1,249,999

.90%

$500,000 - $749,999

1.00%


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