Investment Advisory Fees


The standard fee schedule is as follows:

     AUM: $0 to $100,000
     Fee: $1,000

     AUM: $100,000 to $1,000,000
     Fee: $1,000 + 0.50% of the amount over $100,000

     AUM: $1,000,000 and over
     Fee: $5,500 + 0.25% of the amount over $1,000,000

     (AUM = Assets Under Management)

Fees are assessed quarterly, in arrears, based upon the total amount of assets under management for a single client.

Fees may be negotiated and may differ among clients based upon a number of factors, including but not limited to, the type of account, the size of the account, and the number and range of supplemental advisory and client-related services provided.

The investment advisory contract will specify the exact details of the arrangement, and may be terminated by either party at any time by written notice.


Our solutions are custom designed to meet your unique investment needs.