Fee Schedule
We provide fee-only investment management, with our fees based on a percentage of your assets that we manage. Our approach best aligns our interests with yours, helping us meet our fiduciary obligation as a Registered Investment Advisor firm.
Our fees are tier-based with breakpoints at which your fees decrease. Here is our fee schedule:
In addition, we take a family approach to investing. Aggregating your family’s assets to determine your fees (while still managing each portfolio according to its distinct policies) enables favorable rates for you and your family.
Account Value | Annual Fee |
Up to $199,999 | 1.85% |
$200,000 to $499,999 | 1.25% |
$500,000 to $999,999 | 1.00% |
$1,000,000 to $1,999,999 | 0.90% |
$2,000,000 to $2,999,999 | 0.80% |
$3,000,000 to $3,999,999 | 0.70% |
$4,000,000 to $4,999,999 | 0.60% |
The first $5,000,000 at | 0.50% |
Amounts over $5,000,000 | 0.35% |