Fee Schedule

All Planning and consulting services are based on an hourly rate of $450- $600, 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