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Independent and Objective Investment Advice for Nearly a Quarter of a Century |
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Fee Schedule
| Assets Under Management (AUM) | Annual fee, as % of AUM |
| first $100, 000 | 1.50 |
| next $150,000 | 1.25 |
| next $750,00 | 1.00 |
| next $2,000,000 | 0.75 |
| over $3,000,000 | 0.50 |
See Disclosure Statements on home page and disclosure page of this website