As a fee based asset manager, our incentives are aligned with those of our clients.es-barr-rombus


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.

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.