Fees
Our fees are based on a percentage of assets under management. Our standard fee schedule is as follows:
Assets Under Management | Annualized Fee |
First $1 million | 1.00% |
Next $4 million | 0.60% |
Next $5 million | 0.50% |
Next $10 million | 0.40% |
Next $30 million | 0.30% |
Balance over $50 million | 0.25% |
Our usual minimum relationship is $1 million.