Fee Schedule

Management services fees are based on the total market value of assets in a client relationship and are billed and deducted from the account quarterly in arrears.


Market Value of Assets

Annual Fee Percentage

$0 - $100,000

1.00%

Next $400,000

0.80%

Next $500,000

0.50%

Over $1,000,000

0.40%

AIAI receives no compensation from any source other than client management services fees.