Annual Fees. Tiered Fee Schedule for Premier Wealth Tactical, Premier Wealth Tactical Core, ETF Sector Rotation, Tactical Opportunity, Equity Growth and Value, Equity Growth Opportunity, Equity Dividend Income, and all Premier Wealth Tactical Core/ ETF Sector Rotation Strategies (also known as Xxxxxxxxx Moderate, Xxxxxxxxx Moderately Aggressive, or Xxxxxxxxx Aggressive): 1. 00% on account relationships under $2.5 million .80% on the next $2.5 million .70% on the next $5.0 million .60% on the balance Fee Schedule for Maximum Growth Tactical:
Appears in 4 contracts
Samples: Relationship Agreement, Relationship Agreement, Relationship Agreement
Annual Fees. Tiered Fee Schedule for Premier Wealth Tactical, Premier Wealth Tactical Core, ETF Sector Rotation, Tactical Opportunity, Equity Growth and Value, Equity Growth Opportunity, Equity Dividend Income, and all Premier Wealth Tactical Core/ ETF Sector Rotation Strategies (also known as Xxxxxxxxx Moderate, Xxxxxxxxx Moderately Aggressive, or Xxxxxxxxx Aggressive):
1. 00% on account relationships under $2.5 million .80% on the next $2.5 million .70% on the next $5.0 million .60% on the balance Fee Schedule for Maximum Growth Tactical:balance
Appears in 3 contracts
Samples: Relationship Agreement, Relationship Agreement, Relationship Agreement
