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