PPS Custom Platform: Blended Fee Schedule

ANNUAL FEE

PPS Custom Program (Platform) Account clients will pay an annual management fee, as outlined in the blended fee schedule below. The management fee is negotiable, billed quarterly, and, unless otherwise agreed, shall be based on the value of assets in the Account.

In addition to the annual management fee, PPS Custom Program clients may pay platform fees, administrative charges, and miscellaneous account fees and charges, as described in the Master Services Agreement or PPS Client Agreement (as applicable) and Commonwealth’s ADV Part 2A Brochure.

MANAGEMENT FEE