INSTITUTIONAL Account Fee Structure
Fee Structure for all 501(c)(3) organizations and other institutions that are devoted to non-violence, human justice or the environment
(average annual percentage of assets under management billed quarterly in arrears).
| First $2 million: |
0.75% |
| Next $8 million: |
0.65% |
| Balance over $10 million: |
0.50% |
| Minimum annual fee: |
$15,000 |
INDIVIDUAL and PERSONAL Account Fee Structure
(average annual percentage of assets under management billed quarterly in arrears)
| First $1 million: |
1.00% |
| Next $9 million: |
0.75% |
| Balance over $10 million: |
0.50% |
| Minimum annual fee: |
$15,000 |