What Costs Can You Expect?
Our services are charged based on your assets under management. The following table outlines the fees associated based on the account value.
Account Value | Annual Fee |
|---|---|
| $0 - $499,999 | 1.75% |
| $500,000 - $999,999 | 1.5% |
| $1,000,000 - $2,999,999 | 1.15% |
| $3,000,000 - $4,999,999 | 0.7% |
| $5,000,000 and Above | TBD Through Discussion |
*Additional Fees May Incur
