Individual Fees
ACCOUNT SIZE | QUARTERLY FEE | ANNUAL TOTAL |
$100,000 to $300,000 | .3125% | 1.25% |
$300,000 to $1,000,000 | .2500% | 1.00% |
$1,000,000 to $2,000,000 | .2250% | 0.90% |
$2,000,000 to $4,000,000 | .2000% | 0.80% |
Over $4,000,000 | .1750% | 0.70% |
MANAGEMENT FEES PROVIDE YOU WITH THE FOLLOWING SERVICES:
- We will exercise continuous supervision of the assets under our management
- We will select, buy, monitor, and exchange stocks, bonds, mutual fund shares, or other securities in accordance with our understanding of your circumstances, objectives, market, economic data, and other applicable criteria
- We will apply due diligence to our process and carefully research and evaluate the individual investment securities
- You will receive from our office a comprehensive Quarterly Performance Review that will detail your portfolio’s return
- Independent of our office, you will receive a detailed monthly statement about your account directly from the custodian (i.e. Fidelity Investments)