Asset Under Management (AUM) Fee:

  • For investments less than $1 million: 1.5% all-inclusive AUM fee.
  • For investments of $1 million or more: 1% all-inclusive AUM fee.
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Subscription-Based Service:

  • Standard Annual Fee: $2,500/year.

Additional Information:

Please note that these fees are subject to change and may vary based on individual circumstances. We encourage you to contact our team for personalized fee information based on your specific needs and investment goals.