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Fee Schedule
Aggregate Assets
Fee Percentage *
Over $5,000,000
0.7%
$3,000,001 – $5,000,000
1.0%
$1,000,001 – $3,000,000
1.2%
$750,001 – $1,000,000
1.5%
$500,001 – $750,000
1.7%
$0.00 – $500,000
2.0%
* IMPORTANT: All trading and transaction costs are paid by White Oak Financial Management, Inc.
Value-Added Services
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