Broker Check

Fees

Total Assets under ManagementAnnual Fee
$0 - $250,0001.00%
$250,001 - $500,0000.95%
$500,001 - $2,000,0000.92%
Over $2,000,0000.90%


For example, the total fee for ongoing financial planning and management of a household with total invested assets of $1,500,000 would be as follows:

First $250,000$2500.00
$250,001-$500,000$2,374.99
$500,001-$1,500,000$9,199.99
Total Annual Fee$14,074.98

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