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 |
| $300,000 | 2.00% | |
| $300,000 | $500,000 | 1.50% |
| $500,000 | $2,500,000 | 1.00% |
| $2,500,000 | $4,000,000 | 0.75% |
| $4,000,000 | $6,000,000 | 0.60% |
| $6,000,000 | $8,000,000 | 0.50% |
| $8,000,000+ | 0.40% |
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.