Schedule of Fees

Establishing a scholarship carries a 2.0% Fee. This fee includes all investment management and custodial fees charged directly to CFCI for the investment of assets, but does not include internal management fees charged by mutual funds.

CFCI will always endeavor to negotiate the lowest fees possible using the collective buying power of pooled accounts. However, we reserve the right to revise the fee structure every three years to adjust to any unforeseen increase in charges made to us by investment managers.

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