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Fee Schedule
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Fund Value
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Fees (as a percentage of Fund Value)
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< $250,000
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1.00
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$250,000 - $499,999
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0.75
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$500,000 - $999,999
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0.50
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≥ $1,000,000
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0.25
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The minimum balance for any fund with the Community Foundation of South Lake County is $5,000.*
*Professional Advisors may retain investment control of gifts ≥ $100,000 made to the Community Foundation by their clients provided that they agree to manage that gift according to the Foundation’s investment strategy.
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