Assets Under Management ($)
Up to $500,000
$500,001 - $1,000,000
$1,000,001 - $2,000,000
$2,000,001 - $5,000,000
$5,000,001 - $10,000,000
$10,000,001 and over
Annual Rate (%)
1.30%
1.00%
0.80%
0.60%
0.45%
0.35%
*Annual minimum cost: $11,500*
*The cost of this service is billed quarterly, in advance, based on assets under management as of the market close of the last day of the calendar quarter*