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Annual fees for our services are as follows.
- 1.0% on assets under management up to $1 million
- 0.7% on assets exceeding $1 million up to $3 million
- 0.5% on assets exceeding 3 million
We target clients with investment assets in excess of $1 million. The minimum annual fee is $5,000. For clients with annual fees totaling less than $10,000, there is a $1,000 set-up fee. Fees are deducted quarterly, in advance, are based on the value of the portfolio at the end of the month preceding quarterly billing.
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