Our fee schedule is based on assets under management (AUM).
| Account Value | Annual Fee |
|---|---|
| $200,000 to $499,999 | 1.25% |
| $500,000 to $999,999 | 1.00% |
| $1,000,000 to $1,999,999 | 0.90% |
| $2,000,000 to $2,999,999 | 0.80% |
| $3,000,000 to $4,999,999 | 0.70% |
| $5,000,000 or greater | 0.60% |
| Minimum Quarterly Fee | $625 per quarter |
For example:
- Clients with $700,000 in AUM will be charged 1% annually, equating to $7,000 per year, billed $1,750 each quarter.
- Clients with $1,200,000 AUM will be charged 0.9% annually, equating to $10,800 per year, billed $2,700 each quarter.
- Clients with $5,500,000 AUM will be charged 0.6% annually, equating to $33,000 per year, billed $8,250 per quarter.
- If your assets are under $200,000 but you would like to use our planning services, our quarterly minimum fee is $625.