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 $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%.