Investment Management Fees
We work with clients who have $2 million or more to invest. Exceptions are made in some situations. The fee schedules below indicate our tiered fees.
Assets Under
Management
$1 - $1,000,000
$1,000,001 - $3,000,000
$3,000,001 - $5,000,000
$5,000,001 - $10,000,000
Greater than $10,000,000
Cost of Discretionary Investment
Management and Financial Planning
1.30%
1.15%
1.00%
0.90%
Based on client needs
The fee schedule depicts our standard fee schedule but does not mean that every client has this same fee schedule. Some clients may have higher or lower fee schedules, and we reserve the right to negotiate our fees based on the individual needs of each client. Standard financial planning fees are included in the fee schedule outlined above, but we reserve the right to charge for more complex financial planning services. These additional financial planning fees will be clearly outlined in a separate agreement as necessary.
Advanced planning is provided at no additional cost for clients over $2 million in assets managed. Advanced planning is an additional cost for the first year for clients under $2 million.
Fees are subject to change