Our fees are based on the amount of investable assets we manage for our clients. A minimum investment is required – please inquire.
The fee structure is as follows:
1.30 % annually on the market value of the account up to $500,000, plus
1.15% annually on the market value of the account above $500,000 up to $1.5 million, plus
1.00% annually on the market value of the account above $1.5 million up to $2.5 million, plus
0.80% annually on the market value of the account above $2 million up to $5 million, plus
0.60% annually on the market value of the account above $5 million
Accounts are billed quarterly in arrears. Fees do not include transaction costs charged by our custodian; however, given our history of low portfolio turnover, these costs are typically negligible.
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