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Fee Schedule

Investment Management Fees

Asset Level                                       Annual Fee

$250,000 to $500,000                        1.25%

$500,000 to $1,000,000                     1.00%

$1,000,000 to $3,000,000                  0.95%

$3,000,000 to $5,000,000                  0.75%

$5,000,000 to $10,000,000                0.50%

$10,000,000 to $25,000,000              0.25%

This involves investment research, monitoring, asset allocation, trading and re-balancing as well as meetings with you and the investment managers to review how your investments are performing. They are charged as an annual percentage of assets and the charges are assessed monthly. The fee comes out of your investment account and are transparent.

The fees range in price relative to the size of your assets. 

We no longer utilize hourly or project-based fees. 

Contact us for more information or to begin the on-boarding process. We look forward to working with you!