We want every potential client that comes to our firm to know exactly what they're getting, and exactly what it will cost.

Wealth Management

Assets Under ManagementAnnual Fee as % of Assets
Up to $1,000,0001.25%
$1,000,001 to $1,500,0001.00%
$1,500,001 to $2,500,0000.90%
$2,500,001 to $3,500,0000.80%
$3,500,001 to $5,000,0000.75%
$5,000,001 to $7,000,0000.65%
$7,000,001 to $10,000,0000.60%
$10,000,001 + 0.50%
Investment Amount $
Total Fee Quarterly Fee

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