Advisory Fees
Your annual advisory fee will start at 0.90% 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%