Fees
Fee Schedule
- Investment Management (Ongoing)
- Annual fee based on assets under management (deducted from account, paid quarterly in arrears):
Up to $2,500,000 1.00% $2,5000,001 to $5,000,000 .90% Over $5,000,001 .80% - Upfront deposit (commitment fee) of $500 due at time of contract signing.
- For new clients starting 2017 and after, our minimum annual fee is $5,000.00.
- Annual fee based on assets under management (deducted from account, paid quarterly in arrears):
- Second Opinion Investment Review (project based)
- Comprehensive review of investable assets and accounts. Includes complete analysis of existing portfolio(s), asset allocation, securities, fees, and recommendations.
$1,500 flat fee (negotiable depending on complexity of assets.) Upfront deposit of 25% ($375) due at time of contract signing.
- Comprehensive review of investable assets and accounts. Includes complete analysis of existing portfolio(s), asset allocation, securities, fees, and recommendations.
- Other Services
- Other services, including consulting and financial planning services, are available upon request. Fees are typically project-based, are negotiable and are dependent upon specific project needs.
