| Level | Allotted Access | Reservation Cap | Peak Lottery Participation | Phase I | Charter Offer if You Upgrade by 10/31 | Quarterly Dues | Quarterly Mgmt Fee Waived Year One | Total Savings |
|---|---|---|---|---|---|---|---|---|
| Associate | 7 | 7 | No | $205,000 | $194,500 | $2,812 | $737 | $13,450 |
| Executive | 15 | 11 | Yes | $410,000 | $389,500 | $5,625 | $973 | $24,395 |
| Executive Plus | 22 | 18 | Yes | $594,500 | $564,775 | $8,437 | $1,412 | $35,373 |
| Elite | 30 | 23 | Yes | $779,000 | $740,050 | $11,250 | $1,850 | $46,350 |
• Capital Contributions increase over time to reflect the Fund’s growing value.
• These are the best rates available if you invest by 10/31/26. Available for EE Investors only. Align with next year’s Anniversary Period.
• The Associate investment level is only available to existing Equity Estates investors. The Asset Management Fee is initially 1% of your Capital Contribution rate ($2,950 min.) as outlined in the offering documents.