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Investment Management Service Fees

Our standard advisory fee is based on the market value of the assets under management (AUM) and is calculated as follows:

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The annual fees are negotiable and are prorated and paid in arrears on a monthly or quarterly basis. The advisory fee is a tiered fee and is calculated by assessing the percentage rates using the predefined levels of assets as shown in the above chart and applying the fee based on the average daily balance of the account over the previous month.

Enter your investment amount under Total Portfolio Value.

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