We have one simple fee based on a percentage of assets managed. We bill monthly, in arrears. Wealth management, trade costs and custody are included – you do not pay trade commissions. We routinely help clients with financial planning and 401k allocations at no charge. Here is our fee schedule:
$1 Million and under: 0.89%
For clients who invest $1 Million or more:
First $3 Million: 0.79%
Next $2 Million: 0.69%
Next $5 Million: 0.59%
Over $10 Million: 0.49%