As the wealth of our clients increases, the sliding percentage scale paid for assets
under management decreases.
All fees are payable quarterly, in advance. Fee calculations are on a per account basis.
Managed amount Quarterly
Fee Managed
amount Quarterly Fee
$ 25,000-49,999 0.4750 %
$ 300,000-749,999 0.3250 %
50,000-99.999 0.4375
750,000-999,999 0.3000
100,000-199,999 0.4000 1,000,000-1,999,999
0.2500
200,000-299,999 0.3500
over $ 2,000,000 negotiable
