For Equity Portfolios

Market Value of Assets Managed
Annually on first $5 million asset basis   –    Annual Fee: .75%
Annually on next $20 million asset basis   –    Annual Fee: .50%
Annually on assets in excess of $25 million   –    Annual Fee: .40%

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For Fixed Income Portfolios

Market Value of Assets Managed
Annually on asset basis   –    Annual Fee: .35%

Fees are negotiable for large portfolios. Please contact us for additional information.