Fees for directly managed separately managed portfolios range from 0.10% - 1.00% of assets under management, determined by strategy, mix of equity and fixed income, minimum investment, level of service and overall relationship with Oakhurst Capital Advisors. Fees are prorated for periods less than a full billing cycle and adjusted to cover any additional contributions made during that period. The firm retains the discretion to negotiate alternative fees on a client-by-client basis.
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