Our fee is a percentage assessed upon the value of your assets under management. Fees are deducted quarterly from your account by multiplying the account balance at the end of the quarter by one-fourth of the annual fee. These fees are negotiable.
Annual Fee Market Value of Assets Managed
2.4% Under $500,000
2.2% $500,001 to $2,000,000
2.0% $2,000,001 and up
Other fees such as brokerage and custodial fees may apply. We believe our fees are competitive given the level of service we provide. We believe we are less expensive than hedge funds that take 20% of profits in addition to a 2% management fee.
Getting to know you is important. We want to have a good relationship and understand your passions. This allows us to know what we are working to achieve for you.