Investment Advisory Fees

The following is our annualized fee schedule.  We negotiate reduced fees at our discretion (for example an account with a larger initial investment).  We also aggregate related accounts to lower our advisory fee when applicable.

Fee Schedule

For a $10 million account size
0.90% on first 25 million
0.70% on next $25 million
0.50% on balance

For accounts less than $10 million
1% for assets over $1 million
$10,000 annual fee for assets under $1 million


Actual investment advisory fees may deviate from this fee schedule at the Firm’s sole discretion.  Please refer to Item 5 of our Firm Brochure (ADV Part 2A)  for more information related to our fees.