Management Fees
Fees for portfolio management are calculated as a percentage of account asset value. They are as follows:
| Equity Portfolio |
|
| From $0 to $500,000 |
1.50%
|
| From $500,000 to $1,000,000 |
1.00%
|
| Amount above $1,000,000 |
.75%
|
| Balanced Portfolio |
|
| From $0 to $500,000 |
1.50%
|
| Amount above $500,000 |
0.75%
|
Fees are negotiable. Fee schedules are included in the written agreement between the client and the adviser. Each party may rescind the agreement upon 30 days written notice. |
