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)
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