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.