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Fee Schedule

All Planning and consulting services are based on an hourly rate of $250 - $300, however a fixed fee may also be agreed upon in addition or in place of the hourly rate.

Portfolio Management Fees

Fees are charged for managing investment portfolios as a percentage of assets under management (AUM). The following schedule applies to AUM for individuals, estates, trusts, and charitable organizations.

Assets Under Management

Annual Fee

$50,000 - $100,000

1.2%

$100,000 - $249,999

1.15%

$250,000 - $499,999

1.05%

$500,000 - $999,999

1.00%

$1,000,000 – $1,999,999

0.90%

$2,000,000 - $2,999,999

0.80%

$3,000,000 - $3,999,999

0.70%

$4,000,000 +0.60%

Fees are paid on a quarterly basis, calculated and debited directly from the portfolio.

The above schedule is for accounts custodied at Pershing