Broker Check

Fee Schedule

Assets Under Management - Annual Fees

$0 – $299,999  1.45%
$300,000 – $699,999  1.35%
$700,000 – $999,999  1.25%
$1,000,000 – $1,499,999  1.15%
$1,500,000 – $1,999,999  1.05%
$2,000,000 – $2,499,999  1.00%
$2,500,000 – $2,999,999  0.90%
$3,000,000 - $3,499,999  0.85%
$3,500,000 - $3,999,999  0.80%
$4,000,000 & Up  0.70%