| Assets Under Management |
Annual Fee |
| $0 - $499,999 | 1.50% |
| $500,000 - $999,999 | 1.30% |
| $1,000,000 - $1,999,999 | 1.15% |
| $2,000,000 - $2,999,999 | 1.00% |
| $3,000,000 - $3,999,999 | .90% |
| $5,000,000 - $9,999,999 | .80% |
| Above $10,000,000 | .50% |
Our rate for creating financial plans is between $1,000 and $5,000, depending upon the complexity of the situation and needs of the client. The planning fee may be reduced for clients who hire the firm for ongoing investment supervisory services.
