Yes, accounts holding over $1M in assets receive a fee break. Our fee breakdown is below:
Balance | AUM Fee |
cash management | 0.65% |
< $1M | 0.85% |
$1M < $5M | 0.65% |
$5M < | 0.55% |
Written by Connor Ford
Updated over a week ago
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Yes, accounts holding over $1M in assets receive a fee break. Our fee breakdown is below:
Balance | AUM Fee |
cash management | 0.65% |
< $1M | 0.85% |
$1M < $5M | 0.65% |
$5M < | 0.55% |