$300 per month (Individual)
$400 per month (Household)
Clients may elect to pay this fee directly or have the charge deducted from investment accounts on a quarterly basis.
Our fees are not tied to the value of the client’s investment portfolio. Therefore, the fee does not increase (or decrease) as the value of the investment portfolio changes.
We feel strongly this fee structure is more equitable to our clients and helps to reduce the conflicts of the asset gathering model.
For comparison purposes, a traditional 1% asset management fee on a $500,000 investment portfolio would equate to an annual fee of $5,000.