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| Household Account Size | Total Fee | Avg Rate |
| Under $250,000 | $ 3,500.00 | |
| $ 250,000.00 | $ 3,500.00 | 1.40% |
| $ 300,000.00 | $ 3,900.00 | 1.30% |
| $ 350,000.00 | $ 4,300.00 | 1.23% |
| $ 400,000.00 | $ 4,700.00 | 1.18% |
| $ 450,000.00 | $ 5,100.00 | 1.13% |
| $ 500,000.00 | $ 5,500.00 | 1.10% |
| $ 550,000.00 | $ 5,900.00 | 1.07% |
| $ 600,000.00 | $ 6,300.00 | 1.05% |
| $ 650,000.00 | $ 6,700.00 | 1.03% |
| $ 700,000.00 | $ 7,100.00 | 1.01% |
| $ 750,000.00 | $ 7,500.00 | 1.00% |
| $ 800,000.00 | $ 7,900.00 | 0.99% |
| $ 850,000.00 | $ 8,300.00 | 0.98% |
| $ 900,000.00 | $ 8,700.00 | 0.97% |
| $ 950,000.00 | $ 9,100.00 | 0.96% |
| $ 1,000,000.00 | $ 9,500.00 | 0.95% |
| $ 1,250,000.00 | $ 11,500.00 | 0.92% |
| $ 1,500,000.00 | $ 13,500.00 | 0.90% |
| $ 1,750,000.00 | $ 14,750.00 | 0.84% |
| $ 2,000,000.00 | $ 16,000.00 | 0.80% |
| $ 3,000,000.00 | $ 21,000.00 | 0.70% |
| $ 6,000,000.00 | $ 36,000.00 | 0.60% |
