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
|
1.25% |
| $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
|
0.70% |
| 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.