Fee Structure
Our minimum portfolio balance requirement is $50,000 and our clients have 24 months to reach this minimum balance.
Our fee is based on a percentage of assets under management computed on a quarterly basis. The percentage charged is based on a series of account ranges. Our fee structure is as follows:
|
Account Range
|
Annual Fee %
|
|
up to $49,999
|
2%
|
|
$50,000 to $99,999
|
1.5%
|
|
$100,000 to $1,000,000
|
1%
|
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over $1,000,000
|
negotiable
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As an example, the annual fee for a $75,000 managed account would be $75,000 x 1.5% = $1,125.
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