Assets Under Management |
Annual Price |
Under $240,000 |
$2,400 |
$240,001 - $1,000,000 |
1.0% |
$1,000,001 to $2,000,000 |
0.8% |
$2,000,001 - $3,000,000 |
0.6% |
$3,000,001 and over |
0.4% |
Fees are calculated based on the market value of the assets under management at the end of each quarter. We never accept commission on kickbacks from any third party. Fees may vary due to complexity.
Exceptions to above fees are made for active duty military and physicians with investable assets of less than $240,000. In this case, minimum annual fees will be reduced to $1,200.
