Friends & Family Pricing

Below you will find the pricing for our Friends & Family referral program.

AssetsTiered Fee Schedule – Annual Percentage
0 – $1,000,0001.00%
$1,000,000 – $2,000,000 0.90%
$2,000,000 – $5,000,0000.75%
$5,000,000 – $10,000,0000.60%
$10,000,000 – $50,000,0000.30%