Friends & Family Pricing
Below you will find the pricing for our Friends & Family referral program.
| Assets | Tiered Fee Schedule – Annual Percentage |
|---|---|
| 0 – $1,000,000 | 1.00% |
| $1,000,000 – $2,000,000 | 0.90% |
| $2,000,000 – $5,000,000 | 0.75% |
| $5,000,000 – $10,000,000 | 0.60% |
| $10,000,000 – $50,000,000 | 0.30% |