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Is there a discount for holding a high balance?
Is there a discount for holding a high balance?
Connor Ford avatar
Written by Connor Ford
Updated over a week ago

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%

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