Fees

Fees and Expenses

We believe it is crucial to your investment success to ensure total fees and expenses are kept to reasonable levels, as outlined in the table below. In the normal course of operation, there are no additional fees, charges, or expenses levied by Panoply. Your discount broker will usually charge you trading commissions and may levy certain account fees.

Fees

Asset Range Annual Management Fees
$0—$250,000 1.15%
$250,001 – $500,000 1.05%
$500,001 – $1,000,000 0.90%
$1,000,001 – $2,500,000 0.75%
$2,500,001 – $5,000,000 0.65%
$5,000,000 and up 0.50%

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