top of page
Your annual advisory fee will start at 0.90% of your account and it will go down as account size increases. If the account goes above $2 million the fee will remain flat at $15,000 regardless of account size.
Account Size Annual Fees
First $1,000,000 0.90% of Account Value
Next $1,000,000 0.60% of Account Value
Over $2,000,000 $15,000 Flat Retainer Fee
bottom of page