PORTFOLIO MINIMUM definition

PORTFOLIO MINIMUM. FEES: One portfolio: $125,000 Two portfolios: $250,000 Three portfolios: $350,000 Each additional portfolio over three: $ 75,000 Each additional class per Portfolio after the first class: $ 20,000 The Portfolio Minimums include the following (in the aggregate for all Portfolios managed by the Adviser): 150 Investor Service and Broker Dealer calls per month . 20 Email responses per month . 25 VRU calls per month In addition, all calls or email responses exceeding the monthly limit listed above will be charged at the following rate: $6.50 for each additional Investor Service or Broker Dealer call. $12.30 for each additional e-mail response. $.75 for each additional VRU call.
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Examples of PORTFOLIO MINIMUM in a sentence

  • PORTFOLIO MINIMUM FEES: The Portfolio Minimum Fees shall be as follows: One portfolio: $125,000 Two portfolios: $250,000 Three portfolios: $350,000 Each additional portfolio over three: $75,000 In addition, the Portfolio Minimum Fees shall be increased by $20,000 for each Class (not including the first Class) of any Portfolio established after the date hereof (beginning on the date such Class is initially funded.

  • PORTFOLIO MINIMUM FEES: The Portfolio Minimum Fees shall be as follows: First Portfolio: $125,000 Second Portfolio: $120,000 Each additional portfolio over two: $75,000 In addition, the Portfolio Minimum Fees shall be increased by $15,000 for each Class (not including the first Class) of any Portfolio established after the date hereof (beginning on the date such Class is initially funded.

  • PORTFOLIO MINIMUM FEES: The Portfolio Minimum Fees shall be $150,000, based on the two presently-existing Portfolios.