We provide fee-only investment management, with our fees based on a percentage of your assets that we manage. We feel that such an 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:

 

Assets under management Annual Fee (%)
Up to $199,999 1.85%
$200,000 - $499,999 1.25%
$500,000 - $999,999 1.00%
$1,000,000 - $1,999,999 0.90%
$2,000,000 - $2,999,999 0.80%
$3,000,000 - $3,999,999 0.70%
$4,000,000 - $4,999,999 0.60%
$5,000,000 or greater 0.50%

 

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.