Investment Management
Investment Management Tiers
Account Value
$0 – $500,000
$500,000 – $1M
$1M – $2M
$2M – $3M
$3M – $7M
$7M +
% AUM Fee
1.10%
1.00%
0.90%
0.75%
0.50%
*Inquire for more detail
% AUM Fee
FP BUNDLE FEE DISCOUNT
1.00%
0.90%
0.80%
0.65%
0.40%
*Inquire for more detail