Investment Management Fees

Fees for investment management depend on the level of assets managed and range from 0.1% of assets per quarter to 0.25% of assets per quarter billed in advance. Your contract for investment management is cancelable at any time with written notice and we refund any prepaid investment management fees for terminated services.

Exact asset ranges are as follows (assets managed):

First $500,000: 0.25% per quarter (annual rate of 1.0%)
$500,001 - $1,000,000 0.20% per quarter (annual rate of 0.8%)
Assets Over $1,000,000 0.15% per quarter (annual rate of 0.6%)

More details about fees for our asset management and financial planning services can be found in our brochure Form ADV Part II which is required for all registered investment advisors.  To request a copy, please send an e-mail to or click here.