Fee Structure
Our minimum portfolio balance requirement is $50,000 and our clients have 24 months to reach this minimum balance.
Our fee is based on a percentage of assets under management computed on a quarterly basis. The percentage charged is based on a series of account ranges. Our fee structure is as follows:
|
Account Range |
Annual Fee % |
|
up to $49,999 |
2% |
|
$50,000 to $99,999 |
1.5% |
|
$100,000 to $1,000,000 |
1% |
|
over $1,000,000 |
negotiable |
As an example, the annual fee for a $75,000 managed account would be $75,000 x 1.5% = $1,125.