How will fees be determined for using the Personal Asset Manager?
If you decide to enroll for the services of the Personal Asset Manager, the fees will be charged to your account based on the value of the assets under management in your plan account on a declining scale: the fee on the first $100,000 of assets will be 50 basis points (one-half of one percent); assets between $100,000 and $250,000 will be charged 35 basis points; and assets over $250,000 will be charged 20 basis points annually.
