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.