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Investment Management Fees

We work with clients who have $1 million or more to invest. Exceptions are made in some situations. The fee schedules below indicate our standard fees.

Assets Under
Management


$500,000 - $1,000,000


$1,000,000 - $3,000,000


$3,000,000 - $5,000,000


Greater than $5,000,000

Cost of Discretionary Investment
Management and Financial Planning


1.30%


1.15%


1.00%


0.85%

Fees may be negotiated on a case-by case basis, based on complexity of a client’s financial situation, or services provided. A client should refer to their Advisory Agreement for their specific fee schedule.

Financial and advanced planning are only available for our investment clients and is included in the above fees.

Fees are subject to change 

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