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.