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Equity & Balanced Accounts
| Up To | $1 million | | 1.00% |
| Next | $2 million | | 0.80% |
| Next | $2 million | | 0.60% |
| Over | $5 million | | Negotiable |
Fixed Income Accounts
| Up To | $1 million | | 0.75% |
| Next | $2 million | | 0.60% |
| Next | $2 million | | 0.45% |
| Over | $5 million | | Negotiable |
Fees are annual rates, based on assets under management, and are billed quarterly in arrears. Minimum account size: $300,000.
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