Individual Fees

ACCOUNT SIZE QUARTERLY FEE ANNUAL TOTAL
$100,000 to $300,000 .3125% 1.25%
$300,000 to $1,000,000 .2500% 1.00%
$1,000,000 to $2,000,000 .2250% 0.90%
$2,000,000 to $4,000,000 .2000% 0.80%
Over $4,000,000 .1750% 0.70%

 

MANAGEMENT FEES PROVIDE YOU WITH THE FOLLOWING SERVICES:

  • We will exercise continuous supervision of the assets under our management
  • We will select, buy, monitor, and exchange stocks, bonds, mutual fund shares, or other securities in accordance with our understanding of your circumstances, objectives, market, economic data, and other applicable criteria
  • We will apply due diligence to our process and carefully research and evaluate the individual investment securities
  • You will receive from our office a comprehensive Quarterly Performance Review that will detail your portfolio’s return
  • Independent of our office, you will receive a detailed monthly statement about your account directly from the custodian (i.e. Fidelity Investments)