What are our fees?
We believe detailed planning and account management is best handled through a fee-based model. This method of compensation means the advisor receives a fee for providing professional advice, not for simply making trades or selling products.
We provide portfolio management services to client accounts with a minimum of $500,000 of assets under management. Under certain circumstances—and if it is consistent with our fiduciary duty to the client—we may also provide portfolio management services to client accounts with less than $500,000 of assets under management.
Fees are typically assessed at the end of each calendar quarter based upon the market value of the client’s accounts. The fee for portfolio management will be charged as a percentage of assets under management and generally follows the below schedule: