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
The breakpoints are applied at the margin, meaning that its every additional dollar invested over the asset thresholds above that get the reduced pricing. This creates a blended rate. The breakpoints do not apply to the full balance.

For example, say you invest $600,000. The first $250k would be priced at 1.5%, the next $250k at 1.25%, and the last $100k at 1%. The blended rate across the three breakpoints is 1.31%.

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.

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