Management and Consulting Fees

Asset Management Fees (Annualized)

Our fee schedule starts at 2.2% for the smallest accounts and reduces to 1.2% for account values in excess of $2MM and are negotiable for account values exceeding $5MM. 

Fees are assessed, pro-rata, at the beginning of each quarter. An additional program access fee applies at a reducing scale from .15% down to .08%.

Consultation Fee

Initial Consultation including service assessment, technical portfolio analysis and proposal meeting is $150 minimum and is payable at the first interview. A Planning and Consulting Agreement outlining the services will be executed at that time.