380 Foam Street, Suite 220
Monterey, CA 93940
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831 277 0364
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[email protected]
Fees
Assets Under Management
| Greater Than | Less Than | Annual Fee |
| $100,000 | 2.00% | |
| $100,000 | $300,000 | 1.50% |
| $300,000 | $1,500,000 | 1.00% |
| $1,500,000 | $2,500,000 | 0.85% |
| $2,500,000 | $3,500,000 | 0.75% |
| $3,500,000 | $5,000,000 | 0.60% |
| $5,000,000 | 0.50% |
These fees are negotiable and may be lowered at the discretion of Monterey Bay Asset Management. Fees are paid on a quarterly basis, in advance.