Our Fees

INVESTMENT PORTFOLIOS UNDER $500,000

  • First $0—$500,000
    1.25%

INVESTMENT PORTFOLIOS OVER $500,000

  • Next $500,000—$999,999
    1.00%
  • Next $1,000,000—$1,999,999
    .90%
  • Next $2,000,000—$2,999,999
    .80%
  • Next $3,000,000—$3,999,999
    .70%
  • Next $4,000,000 +
    Negotiable
For example, your first $5000,000 will be at 1.25% then the next $500,000 will be at 1.00.% and so on.

Complimentary Review