Wealth Management and Investment Management
Portfolio Value Assets Under Management Assets Under Advisement
First $ 500,000 %1.00 %0.50
Next $ 500,000 %0.80 %0.25
Next $ 4,000,000 %0.60 %0.15
Next $ 5,000,000 %0.40 %0.10
Next $ 10,000,001 + %0.20 %0.05
Investment management services are subject to a minimum fee of $500 per quarter and wealth management services are subject to a minimum fee of $1,000 per quarter. These minimums may be waived for members of the primary client’s family or if it is expected that the minimum will be met within a few years. In determining the minimum fee, all accounts in a client relationship will be aggregated and applied to the minimum.
Most clients choose to work with us on an ongoing basis. However, we recognize that some clients may be interested in engaging us for a one-time or periodic financial plan only. For these clients we offer hourly and fixed fee arrangements that are determined on a case-by-case basis.
Given that an institutional services engagement is highly tailored to the needs of each client, our fees are customized on a case-by-case basis. Please contact us for more information and to receive a detailed service proposal.