We use a tiered pricing model with the current schedule below:

1.50% for assets less than $250,000

1.25% for assets more than $250,000 but less than $500,000

1.00% for assets more than $500,000 but less than $1,000,000

0.75% for assets more than $1,000,000 but less than $2,000,000

0.50% for assets more than $2,000,000 but less than $10,000,000

0.35% for assets over $10,000,000 and above.

Fees are negotiable based upon the scope of work to be completed and are typically deducted directly from the assets managed. We can also accommodate clients who pay directly with a check.

Note – A tiered pricing model leads to a blended rate. Here’s a quick example to put it into context:

  • Say you have three different accounts totaling $1.1 million dollars that you assign to our management. The fee would be 1.50% of the first $250k, 1.25% of the next $250k, 1.00% of the next $500k, and 0.75% for the final $100k. All together this adds up to a fee of 1.148% (or $12,628.00) for the $1.1 million invested.
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