Fee Schedule
We Believe in Transparency From the Start of Our Relationship
What Costs Can You Expect?
Our services are charged based on your assets under management. The following table outlines the fees associated based on the account value.
| Account Value | Annual Fee |
|---|---|
| $0 - $499,999 | 1.75% |
| $500,000 - $999,999 | 1.5% |
| $1,000,000 - $2,999,999 | 1.15% |
| $3,000,000 - $4,999,999 | 0.7% |
| $5,000,000 and Above | TBD Through Discussion |
*Additional Fees May Incur