How do you charge for your services?
We provide fee-only investment management, with our fees based on a percentage of your assets that we manage. Our approach best aligns our interests with yours, helping us meet our fiduciary obligation as a Registered Investment Advisor firm. Our fees are tier-based with breakpoints at which your fees decrease. Here is our fee schedule:
|Account Value||Annual Fee|
|Up to $199,999||1.85%|
|$200,000 to $499,999
|$500,000 to $999,999||1.00%|
|$1,000,000 to $1,999,999||0.90%|
|$2,000,000 to $2,999,999||0.80%|
|$3,000,000 to $3,999,999
|The first $5,000,000 at||0.50%|
|Amounts over $5,000,000||0.35%|
In addition, we take a family approach to investing. Aggregating your family’s assets to determine your fees (while still managing each portfolio according to its distinct policies) enables favorable rates for you and your family.