Fee Structure

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Investment Management 

Minimum Investable Assets: $1,000,000

Annual Advisory Fee

Assets Under Management          Annual Fee

First $1,000,000                              1.20%

Next $500,000                                 1.00%

Next $2,500,000                              0.80%

Next $2,500,000                              0.60%

Next $3,500,000                              0.40%

Over $10,000,000                            0.30%

The annual advisory fee is calculated on a tiered basis, with each rate applying only to the portion of assets within that tier. Fees are billed quarterly in arrears based on the average daily balance during the quarter. Uninvested cash balances are excluded from the fee calculation. 

Integrated Wealth Management Services

Investment Management clients have access to:

Comprehensive Financial Planning - One-time fee starting at $2,500

Advanced Tax Planning

Tax Preparation and Coordination - Flat fee based on complexity of return