As a fee based asset manager, our incentives are aligned with those of our clients.
Fees
Our management fees are transparent and competitive. Related accounts are combined for billing rate purposes.
Portfolio Value: | less than $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 open or maintain an account is $1,000,000, we retain discretion to accept a lesser amount. If, in our discretion, we accept an account of less than $500,000, our fee shall be charged at the rate of 1.25%.