Minimum Account $100,000

The annual fee for our investment services is based on the market value of the assets under management. Fees are assessed on the first of each calendar quarter according to the following annual schedule:

Equity Assets Under Management

• 2.00% on accounts under $250,000

• 1.00% on accounts of $250,000, up to $5 million

• 0.70% on the next $5 million

• 0.60% on the next $10 million

• 0.50% on the next $10 million

• Negotiable thereafter

Fixed Income Assets Under Management

• 1.00% on funds under $250,000

• 0.50% on accounts of $250,000, up to $5 Million

• Negotiable thereafter