You won’t find many firms that openly display their fee schedule. We do it because it’s your money and you should know how it’s being spent.
|Market Value||Taxable Account Fee||Tax Exempt Account Fee|
|First $2 Million||1.00%||.75%|
|Next $3 Million||.75%||.60%|
|Next $5 Million||.55%||.035%|
|Over $10 Million||Negotiable||Negotiable|
Minimum client investment of $2 million is required