Gregory-Clackson Group
Advisory Assets
Advice Fee**
Up to $99,999
1.50%
$100,000–$249,999
$250,000–$499,999
$500,000–$999,999
1.25%
$1,000,000–$2,999,999
1.00%
$3,000,000–$4,999,999
0.95%
$5,000,000–$9,999,999
0.85%
$10,000,000–$24,999,999
0.75%
$25,000,000 and above
0.65%
To help make it easy to understand your investment and service expenses: