
Fees are based on the value of
the assets under management, prorated and taken
at the beginning of each calendar quarter.
| |
|
|
First $1
million |
|
1.00% per
annum |
Next $2 million |
|
.75% per annum |
Next $2 million |
|
.70% per annum |
Next $5 million |
|
.65% per annum |
Over $10 million |
|
.60% per annum |
| |
|
|
Minimum Fee |
|
$5,000 per annum |
| |
|
($1,250 per quarter) |
For more information about our
Fee Schedule, please call our office at 423.756.0125
or email at info@barnettandcompany.com.
|