What are your fees?

Account Fee Schedule is:

• 1.25% = $500,000 to $749,999
• 1.10% = $750,000 to $999,999
• 1.00% = $1,000,000 to $1,499,999
• 0.95% = $1,500,000 to $1,999,999
• 0.90% = $2,000,000 to $2,499,999
• 0.85% = $2,500,000 to $2,999,999
• 0.80% = $3,000,000
• 0.75% = $4,000,000+

We may allow smaller accounts to be opened on a probationary period until the client has the ability to meet the $500,000 minimum. These accounts do not include in-depth financial planning, and the fees for those accounts are:

• 1.75% = $100,000 to $249,999
• 1.50% = $250,000 to $499,999