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
The greater of 1% of the account’s assets under management or $10,000.
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.