Advisory Fees

Your annual advisory fee will start at 1.00% of your account and it will go down as account size increases.

Account Size                                    Annual Fees

​

First $1,000,000                                         0.90%

Next $1,000,000                                         0.70%

Next $1,000,000                                         0.50%

Next $1,000,000                                         0.30%

Over $5,000,000                                    Negotiable

To give you an idea of what you might expect to pay, here are some examples of blended rates based on the above fee schedule:

$1 million account  =  0.90%

$2 million account  =  0.80%

$3 million account  =  0.70%

$4 million account  =  0.60%