$0 - $500,000: 1.5% for equities/stocks
$500,001 - $1,500,000: 1.0% for equities/stocks on the next $1,000,000
$1,500,001 - $10,000,000: 0.8% for equities/stocks on the next $8,500,000
$10,000,001+: 0.6% for equities/stocks on amounts exceeding $10,000,000
$0 - $500,000: 0.75% for fixed/bonds
$500,001 - $1,500,000: 0.5% for fixed/bonds on the next $1,000,000
$1,500,001 - $10,000,000: 0.4% for fixed/bonds on the next $8,500,000
$10,000,001+: 0.3% for fixed/bonds on amounts exceeding $10,000,000
$0 - $500,000: 1.0% for mutual funds
$500,001 - $1,500,000: 0.75% for mutual funds on the next $1,000,000
$1,500,001 - $10,000,000: 0.5% for mutual funds on the next $8,500,000
$10,000,001+: 0.3% for mutual funds on amounts exceeding $10,000,000