Overview

Investment Products

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



 

 

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