Advisory fees for individuals and families

Assets Under Management	Annual % of Assets Fee
$0 to $100,000	1.00%
$100,001 to $250,000	0.90%
$250,001 to $500,000	0.80%
$500,001 to $750,000	0.70%
$750,001 to $1,000,000	0.60%
$1,000,001 and above	0.50%

Advisory fees for ERISA based retirement plans

Assets Under Management	Annual % of Assets Fee
$0 to $1,000,000	0.40%
$1,000,001 to $5,000,000	0.35%
$5,000,001 to $10,000,000	0.30%
$10,000,001 and above	0.20%