Fee Structure

Fee Structure

Fee StructureAssets Under Management (AUM) Fees for Investment Management Services

Assets Under Management (AUM) Advisory Fee (% AUM)
First $1,000,000 under management 1.0%
Additional $2,000,000 under management 0.75%
Assets under management exceeding $3,000,000 0.60%
In excess of $5,000,000 Negotiated %