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How are asset management (AUM) fees calculated for employees?
WealthRabbit charges a small annual Assets Under Management (AUM) fee for managing each employee’s SIMPLE or SEP IRA portfolio. This fee is automatically deducted and decreases as the account balance grows. Here’s a quick breakdown:
|
Asset Range |
Annual Fee |
|
$0 – $249,999 |
0.50% |
|
$250,000 – $499,999 |
0.40% |
|
$550,000 – $749,999 |
0.30% |
|
$750,000 – $999,999 |
0.2% |
|
$1,000,000+ |
0.2% |
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