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Advisory Fees
Your annual advisory fee will start at 0.90% of your account balance and the rates will decrease as account size grows.
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For account balances exceeding $3 million, the fee is capped at a flat $20,000, regardless of account size.
Account Size | Annual Fee |
---|---|
First $1,000,000 | 0.90% |
Next $1,000,000 | 0.60% |
Next $1,000,000 | 0.50% |
Over $3,000,000 | $20,000 Flat Fee |
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