| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
N1 Advisors may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where N1 Advisors deems it appropriate under the circumstances.
You'll pay an annual fee based on the value of your managed assets. The fee is calculated as follows: 0.95% on the first $1 million, 0.90% on the next $2 million, 0.80% on the next $2 million, 0.70% on the next $5 million, and 0.50% on assets over $10 million. N1 Advisors does not impose a minimum annual fee. Fees are exclusive of custodial and transaction costs.
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