As a fee based asset manager, our incentives are aligned with those of our clients.
Our management fees are transparent and competitive. Related accounts are combined for billing rate purposes.
|Portfolio Value:||less than $500,000*||1.25%|
|$500,000 to $1,000,000||1.00%|
|$1,000,000 to $4,000,000||0.75%|
|$4,000,000 and above||0.50%|
We do not benefit from commissions on stock transactions, so we do not encourage excessive trading or “churning” of accounts.
We rarely allocate assets to mutual funds, so you will not pay layered fees.
Our fees are for investment management services only.
* Although the minimum requirement to maintain an account is $500,000, we have the discretion to accept a lesser amount.