> FICTITIOUS DOCUMENT — FORGE DEMO ONLY · SPECIMEN # Alderbrook Wealth Partners — fee-schedules | household_id | schedule | tier_detail | family_discount | exclusions | agreement_date | |---|---|---|---|---|---| | H001 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2023-08-15 | | H002 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | 10% (group VOSS) | 529 accounts non-billable | 2012-01-15 | | H003 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | 10% (group VOSS) | 529 accounts non-billable | 2009-06-15 | | H004 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2010-10-15 | | H005 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2016-02-15 | | H006 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2017-11-15 | | H007 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2016-10-15 | | H008 | legacy flat 0.90% | 0.90% flat | | 529 accounts non-billable | 2012-08-15 | | H009 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2020-06-15 | | H010 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2026-06-15 | | H011 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2026-06-15 | | H012 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2023-03-15 | | H013 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2011-12-15 | | H014 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2017-10-15 | | H015 | legacy flat 0.90% | 0.90% flat | | 529 accounts non-billable | 2022-05-15 | | H016 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2017-05-15 | | H017 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2014-02-15 | | H018 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2009-01-15 | | H019 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2011-07-15 | | H020 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2011-10-15 | | H021 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2009-08-15 | | H022 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2021-10-15 | | H023 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2024-01-15 | | H024 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2018-08-15 | | H025 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2019-05-15 | | H026 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2013-04-15 | | H027 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2020-09-15 | | H028 | legacy flat 0.90% | 0.90% flat | | 529 accounts non-billable | 2024-06-15 | | H029 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2021-07-15 | | H030 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2020-10-15 | | H031 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2013-04-15 | | H032 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2013-11-15 | | H033 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2019-01-15 | | H034 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2019-08-15 | | H035 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2023-06-15 | | H036 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2017-04-15 | | H037 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2015-06-15 | | H038 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2012-02-15 | | H039 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2019-09-15 | | H040 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2010-08-15 | | H041 | legacy flat 0.90% | 0.90% flat | | 529 accounts non-billable | 2011-12-15 | | H042 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2020-08-15 | | H043 | legacy flat 0.90% | 0.90% flat | | 529 accounts non-billable | 2013-11-15 | | H044 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2012-06-15 | | H045 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2011-12-15 | | H046 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2024-05-15 | | H047 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2013-11-15 | | H048 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2012-09-15 | | H049 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2013-09-15 | | H050 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2009-01-15 | | H051 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2022-04-15 | | H052 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2012-12-15 | | H053 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2024-11-15 | | H054 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2014-12-15 | | H055 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2019-04-15 | | H056 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2017-07-15 | | H057 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2013-10-15 | | H058 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2017-07-15 | | H059 | legacy flat 0.90% | 0.90% flat | | 529 accounts non-billable | 2023-04-15 | | H060 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2009-06-15 | | H061 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2023-05-15 | | H062 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2015-07-15 | | H063 | legacy flat 0.90% | 0.90% flat | | 529 accounts non-billable | 2020-05-15 | | H064 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2015-02-15 | | H065 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2016-01-15 | | H066 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2016-03-15 | | H067 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2016-06-15 | | H068 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2022-09-15 | | H069 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2020-12-15 | | H070 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2017-03-15 | | H071 | legacy flat 0.90% | 0.90% flat | | 529 accounts non-billable | 2022-02-15 | | H072 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2013-11-15 | | H073 | legacy flat 0.90% | 0.90% flat | | 529 accounts non-billable | 2022-10-15 | | H074 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2022-03-15 | | H075 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2023-03-15 | | H076 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2016-06-15 | | H077 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2018-07-15 | | H078 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2019-06-15 | | H079 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2023-02-15 | | H080 | legacy flat 0.90% | 0.90% flat | | 529 accounts non-billable | 2024-06-15 | | H081 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2010-05-15 | | H082 | legacy flat 0.90% | 0.90% flat | | 529 accounts non-billable | 2012-08-15 | | H083 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2018-11-15 | | H084 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2025-05-15 | | H085 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2014-05-15 | | H086 | legacy flat 0.90% | 0.90% flat | | 529 accounts non-billable | 2020-10-15 | | H087 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2013-09-15 | | H088 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2014-04-15 | | H089 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2011-03-15 | | H090 | legacy flat 0.90% | 0.90% flat | | 529 accounts non-billable | 2015-09-15 | | H091 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2018-02-15 | | H092 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2019-02-15 | | H093 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2022-08-15 | | H094 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2024-11-15 | | H095 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2024-08-15 | | H096 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2009-01-15 | | H097 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2014-08-15 | | H098 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2014-09-15 | | H099 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2012-06-15 | | H100 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2022-08-15 | | H101 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2016-08-15 | | H102 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2014-04-15 | | H103 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2012-08-15 | | H104 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2014-09-15 | | H105 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2023-10-15 | | H106 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2013-03-15 | | H107 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2013-12-15 | | H108 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2025-10-15 | | H109 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2019-09-15 | | H110 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2014-04-15 | | H111 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2020-01-15 | | H112 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2021-02-15 | | H113 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2023-12-15 | | H114 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2016-05-15 | | H115 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2022-12-15 | | H116 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2020-08-15 | | H117 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2011-04-15 | | H118 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2009-11-15 | | H119 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2025-04-15 | | H120 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2023-09-15 | | H121 | legacy flat 0.90% | 0.90% flat | | 529 accounts non-billable | 2013-12-15 | | H122 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2017-01-15 | | H123 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2020-03-15 | | H124 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2020-11-15 | | H125 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2024-07-15 | | H126 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2019-04-15 | | H127 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2012-03-15 | | H128 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2011-01-15 | | H129 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2011-11-15 | | H130 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2010-07-15 | | H131 | legacy flat 0.90% | 0.90% flat | | 529 accounts non-billable | 2015-10-15 | | H132 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2018-10-15 | | H133 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2018-05-15 | | H134 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2010-03-15 | | H135 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2013-11-15 | | H136 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2022-04-15 | | H137 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2021-02-15 | | H138 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2013-03-15 | | H139 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2013-01-15 | | H140 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2016-03-15 | | H141 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2013-03-15 | | H142 | standard tiered | 1.00% to $1M; 0.85% $1M–$3M; 0.70% above $3M | | 529 accounts non-billable | 2009-06-15 |