Finance Fee Schedule for 2025
Assets Under Management
Annual Fee
$0 - $500,000*
1.25%
$500,000 - $1,000,000*
1.10%
$1,000,000 - $2,000,000
1.00%
$2,000,000 - $5,000,000
.90%
$5,000,000 - $10,000,000
.80%
Over $10,000,000
.70%