We value transparency – review our fee schedule
Cost is a percentage of your total account values under management. Your success will determine our success. In other words, we all have skin in the game.
| Assets Under Management (AUM) | Annual Fee |
| Under $500k | 1.50% |
| $500k – 1M | 1.25% |
| $1M – 2M | 0.90% |
| $2M – 5M | 0.75% |
| $5M+ | 0.50% |