Investment Services Cost

Portfolio Advisory Services Cost

Wealth Planning Group Advisory Fees
$10M+	.50%
$5M - $10M	.65%
$2.5M - $5M	.75%
$1M - $2.5M	.85%
$501K - $1M	.95%
$250K - $500K	1.25%

^{Fees listed for portfolio advisory services are based on a variety of factors and therefore subject to adjustment.}

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