FEE SCHEDULE
Accounts are charged a fee based upon the
market value of assets under management, calculated as
follows:
%
FEE VALUE OF ASSETS
1.00% of equity assets on first $1
million
0.70% of equity assets between $1 million and $5
million
0.60% of equity
assets between $5 million and $10 million
0.50% of equity
assets in excess of $10 million
Fixed Income
0.40% of fixed income assets on first $3 million
0.25% of fixed income assets in excess of $3 million
Fees are payable quarterly in arrears.
Multiple accounts representing one client
relationship are combined and prorated for fee calculation
purposes.
Chilton Capital Management can work with any
qualified independent trust
company.