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Sub-Advisor Compensation Schedule

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This is a schedule that provides the different rates charged by a sub-advisor for investment consultation provided to a specific company. There are five different levels of sub-advisor management: special, active, medium, low, and limited. The management fee increases based on how much work the sub-advisor performs for the company. This schedule can be used by small businesses or other entities that operate as sub-advisors and provide investment consultation to other businesses.

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