Investment Schedule
Business
Amusement/Entertainment, Automotive, Contractor, Distributors/Wholesale Supply, Doctor/Dental Office, Insurance, Manufacturing (Light), Publishing/Printing, Restaurants, Retail/Service, Transportation
$450 + $6 per employee
Medical
Hospital/Healthcare
$700 + $4 per empolyee
Lodging
Apartments
Under 50 units
$450
50-150
$550
150-200
$650
200-300
$750
300+
$850
Hotels/Mobile Home Parks
Under 50 units
$450
50-100
$550
100+
$650
Professional
Accounting, Engineering, Legal, Medical, Real Estate
$450 + $200 per associate/agent + $6 per employee
Financial
Banks, Credit Unions
Based on dollars on deposit – $1000 minimum
Under $25 million
$1000
$25 million-50 million
$1500
$50 million-149 million
$3500
$150 million +
$5000
Developers
$650 minimum
Industial/Utilities/Logistics/Manufacturing
$650 minimum + $4 per employee
Individuals
Not associated with any firm
$450
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