Our compensation is wholly earned through fees paid directly and transparently by our clients–gone are the days of commissions or hidden incentives. That way, we can focus on our main objective: you.
Advisory fees are paid quarterly in advance according to the following schedule.
|Market Value of Portfolio||Annual Fee|
|On the first $1,000,000||1.000%|
|On the next $3,000,000||0.625%|
|On the next $12,000,000||0.400%|
|On the balance over $16,000,000||0.250%|
The minimum annual fee is $10,000.