Full Fiduciary Asset Management
Relationship Assets |
Fee |
   $250,000 – $500,000 |
1.25% |
   $500,001 – $1,000,000 |
1.15% |
$1,000,001 – $2,500,000 |
1.00% |
$2,500,000 + |
0.75% |
Self-Directed Plus+
Relationship Assets |
Fee |
$250,000 – $500,000 |
0.40% |
$500,001 – $1,000,000 |
0.30% |
$1,000,001 – $2,500,000 |
0.25% |
$2,500,000 + |
0.20% |