Services

Standard Annual Fee Schedule

Tier Market Value of Portfolio % of Assets
First $500,000 $0-$500,000 1.00%
Next $500,000 $500,001-$1,000,000 0.875%
Next $500,000 $1,000,001-$1,500,000 0.825%
Next $500,000 $1,500,001-$2,000,000 0.75%
Next $500,000 $2,000,001-$2,500,000 0.65%
Next $500,000 $2,500,001-$3,000,000 0.55%
Remaining Assets $3,000,001 and up 0.50%

Fee Notes

New Client Intake Process

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Fees