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 $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%.