Fee Schedule

 

Assets Under Management Annual Fees

  • First $500,000 -> 1.00%

  • Next $500,000 -> 0.75%

  • Greater than $1,000,000 -> 0.50%

  • For accounts less than $100,000 a $25/month retainer/financial consulting fee may be charged

  • Fees may be negotiated on a case by case basis. For more information on our fees refer to our Form ADV Part 2A