Fees

Fee Schedule

Our core values drive our success. Our client’s best interests always come first, and the highest ethical standards must always be followed. Our goal is to exceed client expectations, which is always ongoing. Achieving excellence is our firm’s most important business objective.

The table displayed below lists our standard fee schedule. Fees can be negotiated based on asset size, account type, overall custodial or platform sponsor relationship, customization needs and client service requirements. This is the firm’s discretionary investment advisory only fee schedule.

Over $10,000,000

0.6%

$5,000,000 - $10,000,000

0.7%

$2,000,000 - $5,000,000

0.8%

$500,000 - $2,000,000

1.0%

$200,000 - $500,000

1.25%

Up to $200,000

1.5%