Our Fees

All of our services are provided on a fee only basis. All services are inclusive of all conferences, meetings, phone calls, tax reporting and performance reviews.

Our fees are billed quarterly based on the assets under management at the following rates:

• 1.25% on assets up to $500,000
• 1.00% on assets from $500,000 to $1,000,000
• 0.75% on assets from $1,000,000 to $2,000,000
• 0.50% on assets over $2,000,000

Our quarterly performance report contains a clear and detailed invoice. All performance numbers that we report are AFTER all fees and commissions.