| Investable Assets | Percentage** |
| $0,000 – $250,000 | 1.50% |
| $250,001 – $500,000 | 1.35% |
| $500,001 – $1,000,000 | 1.25% |
|
| $1,000,001 – $2,000,000 | 1.00% |
| $2,000,001 – $3,000,000 | .75% |
| $3,000,001+ | .65% |
* Beyond Growth Mode Advisory Services are offered without an Investment Management relationship. The minimum fee for such service is $10,000 annually and exact fee is based on unique client circumstances.
** Strategists fees (if any) may be in addition to Investment Management Fee. Fee Schedule is tiered. Fee schedule is subject to exceptions.
