Investment Management
Investment Management Tiers
Account Value
$0 – $250,000
$250,000 – $500,000
$500,000 – $1M
$1M – $1.5M
$1.5M – $2.5M
% AUM Fee
1.30%
1.15%
1.00%
0.90%
0.80%
% AUM Fee
FP BUNDLE FEE DISCOUNT
1.10%
0.95%
0.80%
0.70%
0.60%
$0 – $250,000
$250,000 – $500,000
$500,000 – $1M
$1M – $1.5M
$1.5M – $2.5M
1.30%
1.15%
1.00%
0.90%
0.80%
1.10%
0.95%
0.80%
0.70%
0.60%