FEE SCHEDULE
Unless there is truly unique or extraordinary complexity associated with a client’s situation and financial circumstances, our ongoing fee will be based on the market value of the assets under management (AUM) for investment management services, subject to a minimum fee of $1,875 per quarter. The fee is blended and calculated using the following schedule. We do not require a minimum investment of any amount.
Assets Under Management |
Annual Fee
|
$0 - $1,000,000 |
0.75% |
$1,000,000 - $5,000,000 |
0.50% |
$5,000,000 and above |
0.25% |