| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
For Wealth Management accounts, the standard fee schedule is 1.00% per year on all assets managed. Fees are billed quarterly in arrears. Clients may be billed directly or authorize direct debit from their accounts. Fees are prorated for capital contributions and withdrawals greater than 5% of the account value. Accounts initiated or terminated during a quarter will be charged a prorated fee.
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