Fee Structure

Investment Management Fees - $1,000,000 Minimum Investment Requirement

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 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 

(Available exclusively for Investment Management Clients)

Tax Preparation Fees 

Flat fee based on complexity of return

(Available exclusively for Investment Management Clients)