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.