Our highly experienced team will direct and supervise the investment management of your assets. This is accomplished by maintaining an appropriate portfolio asset allocation year after year considering your changing needs and market conditions. Quarterly, systematic fee compensation will be charged for this personalized service as per the fee schedule that follows.
| Assets Under Management | Advisor Fee |
|---|---|
| Under $250,000 | 1.15% |
| $250,001-$500,000 | 1.05% |
| $500,001-$1,000,000 | 1.00% |
| $1,000,001-$1,750,000 | .90% |
| $1,750,000-$2,750,000 | .75% |
| $1,750,000-$2,750,000 | .70% |
| $5,000,000+ | .55% (negotiable) |
We aim to address a variety of complex financial situations with plans and solutions tailored to meet your specific needs. To do this, we utilize a variety of investments strategies and methods. Please note that additional corresponding platform or investment strategist fees may be applied to the Advisor Fee and will vary depending on the specific platform or strategist.
By completing a simple, online survey, you can get a complimentary, custom analysis which details your goals and investor profile. At that point, if you want to extend your engagement, you have the option to engage with me and my team via email or phone.