Fee Schedule |
The minimum account size is $500,000.
Balanced
and Equity Accounts |
|
| Assets up to $1 million | 1.25% |
| Assets of $1-$5 million | 1.0% |
| Assets above $5 million | Negotiable |
The minimum YES account size is $500,000.
YES |
|
| Assets up to $5 million | 1.5% |
| Assets above $5 million | Negotiable |
