Our Fees
Investment Management Only |
||
|
Based upon assets under management |
||
|
- |
$5,000,000 |
0.85% |
|
$5,000,001 |
$15,000,000 |
0.65% |
|
$15,000,001 |
Over |
0.45% |
|
Investment Management Only services are subject to a minimum quarterly fee of $1,250. |
||
Wealth Management |
||
|
Based upon all investable assets |
||
|
- |
$5,000,000 |
1.00% |
|
$5,000,001 |
$15,000,000 |
0.75% |
|
$15,000,001 |
Over |
0.50% |
|
Wealth Management services are subject to a minimum quarterly fee of $3,750. |
||
Family Office Advisory Services |
||
|
Customized and based upon complexity and services provided. |