Our Fees
The scope of work and fee for a discretionary investment advisory agreement is provided to the client in writing before the start of the relationship. The fee schedule for clients is:
- 1.00% on the first $1,000,000 of assets under management;
- 0.75% on assets above $1,000,000.
All fees are billed quarterly in arrears, with a minimum annual fee of $5,000. Fees are negotiable, and client relationships may exist where the fees are higher or lower than the fee schedule above.
There are no fees to prospective clients for an initial meeting.