Transparency is the only path forward

You won’t find many firms that openly display their fee schedule. We do it because it’s your money and you should know how it’s being spent.

Market Value Taxable Account Fee Tax Exempt Account Fee
First $2 Million 1.00% .75%
Next $3 Million .75% .60%
Next $5 Million .55% .035%
Over $10 Million Negotiable Negotiable

Minimum client investment of $2 million is required

Terms:

  • Fees are calculated quarterly in arrears on the average daily market value of the preceding three months.
  • Fees are prorated for any period less than a quarter.
  • Client may terminate the advisory agreement at any time, prorated fee will be due as of date of termination.
  • Fees may be charged directly to client or deducted from account.