MWM’s services include:

• Semi-annual reviews of your portfolio
• Ability for you to view electronically the value of your MWM portfolio, through the client’s exclusive access
• Personal client service through our client relationship management team
• Cash account privileges, which enable you to:
  • Write checks
  • Make wire transfers from your account
  • Obtain a debit and/or credit card
  • Receive monthly statements

Fees and Account Features

The annual fee for investment supervisory services will be charged as a percentage of assets under management, according to the schedule below:

Assets under Management	Annual Fee(Charged Quarterly in Advanced )
$350,000 – $749,999 $750,000 – $1,249,999 $1,250,000 – $3,499,999 $3,500,000 – $5,999,999 $6,000,000 – $10,000,000	1.75% 1.50% 1.25% 0.95% 0.85%