FEE SCHEDULE
Our compensation is typically paid through advisory accounts and is calculated based on assets under management. These fees are calculated annually and charged quarterly.
| $50,000,000+ | .30% |
| $40,000,000 – $49,999,999 | .35% |
| $30,000,000 – $39,999,999 | .40% |
| $20,000,000 – $29,999,999 | .45% |
| $10,000,000 – $19,999,999 | .50% |
| $5,000,000 – $9,999,999 | .65% |
| $2,000,000 – $4,999,999 | .90% |
| $1,000,000 – $1,999,999 | 1.15% |
| $500,000 – $1,000,000* | 1.25% |
*For the benefit of our existing clients, we only bring on 12-15 new clients per year. Clients with investable assets under $1,000,000 will be reviewed and considered on a case-by-case basis.