|
|
PRIVATE
CLIENT GROUP ANNUAL FEE SCHEDULE
|
| 1.00%
on the first |
$
2,000,000 |
| 0.85%
on the next |
$
3,000,000 |
| 0.70%
on the next |
$
5,000,000 |
| 0.50%
on the next |
$30,000,000 |
| Negotiated
on Values in Excess of |
$40,000,000 |
| |
|
|
Minimum
Annual Fee $5,000
|
|
INSTITUTIONAL
SERVICES GROUP ANNUAL FEE SCHEDULE
|
| 0.70%
on the first |
$
10,000,000 |
| 0.60%
on the next |
$
15,000,000 |
| 0.50%
on the next |
$
25,000,000 |
| Negotiated
on Values in Excess of |
$
50,000,000 |
|
|
|
Minimum
Annual Fee $50,000
|
|
|
