Fee Structure

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Investment Management 

Minimum Investable Assets: $1,000,000 per household

Annual Investment Advisory Fee

Assets Under Management                          Annual Fee

$0                 -   $1,000,000                                    1.20%

 $1,000,001 -   $1,500,000                                    1.00%

 $1,500,001 -   $4,000,000                                    0.80%

 $4,000,001 -   $6,500,000                                    0.60%

 $6,500,001 - $10,000,000                                    0.40%

 $10,000,001 – AND UP                                         0.30%

The annual advisory fee is calculated on a tiered basis, with each applicable rate applying only to the portion of investable assets within the corresponding tier. Fees are billed quarterly in arrears at 1/4 of the annual fee. 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