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Brookmont Capital Management acts with full investment authority based on an agreed asset allocation model. Texas Capital Bank serves as our designated custodian of assets.
Custodian services and safekeeping are included in the annual fees listed below, as well as collection and distribution of dividends and interest income, monthly statement production, investment performance reporting, and online account access. Brokerage commissions are addition to account level fees.
| Annual fee per asset market value: |
- 1.25% on first $1,000,000
- 1.00% on balances above $1,000,000
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- Fees are charged monthly based on the previous month's ending value
- Minimum Annual Fee (Total Relationship): $5,000
- Individual accounts that are part of a single relationship are linked together for fee calculations
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