Fee Structure

Investment Management Fees - $1,000,000 minimum investment

1.20% annual on the first $1,000,000

1.00% annual on the next $500,000 

0.80% annual on the assets above $1,500,000

*Fees are billed quarterly and in arrears based on the average daily balance for the quarter excluding cash*

Financial Planning Fees 

Comprehensive Tax, Financial & Retirement Plans Start at: $2,500 - $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)