Maximum Annual Wealth Management Fee:

• 1.3% on assets $250,000 and under

• 1.2% on assets between $250,001 — $500,000

• 1.1% on assets between $500,001 — $750,000

• 1.0% on assets between $750,001 — $1,000,000

• 0.9% on assets between $1,000,001 — $2,000,000

• 0.8% on assets between $2,000,001 — $3,000,000

• 0.7% on assets between $3,000,001 — $4,000,000

• 0.6% on assets between $4,000,001 — $5,000,000

• 0.5% on assets $5,000,000 and over

Alternatively, clients may choose a maximum annual wealth management fee of 1.15% for all assets under management.

Notwithstanding the above, fees are generally negotiable.