We manage our clients' portfolios at Charles Schwab and/or Fidelity. We only charge on the assets that we manage. Your money is not locked up, there are no penalties for leaving, you can cancel anytime.
Our Fee Schedule
Assets Under Management
Annual Percentage of Assets Charge
|$0 - $3,000,000||1.0%|
|$3,000,000 - $5,000,000||0.85%|
|$5,000,000 - $10,000,000||0.75%|
*$10,000,000+ Contact us to discuss your specific situation.