FEES
Fee Structure
Investment Management Fees - $500,000 minimum investment
1.20% on the first $1,000,000
1.00% on the next $500,000
0.80% on the assets above $1,500,000
Financial Planning Fees
Comprehensive Tax, Financial & Retirement Plans Start at: $1,500; $300 per hour
(Offered to Investment Management Clients Only)
Tax Preparation Fees
Flat fee based on complexity of return
(Offered to Investment Management Clients Only)