

| Assets Under Management | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $600K | 1.35% |
| $600K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3M+ | 0.75% |
Fees may be negotiated under certain circumstances.
The annual investment management fee is based on a percentage of assets under management, ranging from 0.55% to 1.50%. Fees are billed quarterly in arrears. Financial planning and consulting services are also available on a stand-alone basis, starting at $250 per hour, which may be negotiable. AFA generally requires a minimum of $500,000 of investable assets to become a client, but this may be waived or modified.
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