Portfolio MANAGEMENT FEES

$0 to $499,999.99                               1.45%

$500,000 to $999,999                         1.2%

$1,000,000 to $1,999,999                   0.80%

$2,000,000 to $2,999,999                   0.70%

$3,000,000 & Over                             0.60%

 

A minimum household balance of $500,000 would be required for clients provided a combination of asset management and financial consulting services. This requirement may be waived on a case-by-case basis. For example, we may reduce the minimum to $250,000 for individuals who are under 45 years of age and are active accumulators.

Flat Fee Financial Consulting

$2,000

$3,000

$5,000+

 

Our firm charges on a flat fee basis for financial consulting services. The total estimated fee will be based on the scope and complexity of our engagement with the client.