Fee Schedules

Fee-Only Financial Services

We charge clients a percentage of assets under management for our investment services. Below is a fee schedule for our Traditional Diversified and Fixed-Income only portfolios as well as our hourly financial planning services. Investment management fees are billed quarterly in arrears.

 

Investment management services have a minimum asset requirement of $100,000 (exceptions may apply).

 

Traditional Portfolios

Assets Under Management Annual Fee (%)
$100,000 - $250,000 1.50
$250,000 - $500,000 1.40
$500,000 - $1,000,000 1.35
$1,000,000 - $2,000,000 1.30
$2,000,000 - $5,000,000 1.25
$5,000,000 - $10,000,000 1.10
$10,000,000 + Negotiable

 

Fixed-Income Only Portfolios

Assets Under Management Annual Fee (%)
$100,000 - $250,000 0.75
$250,000 - $500,000 0.65
$500,000 - $1,000,000 0.60
$1,000,000 - $2,000,000 0.57
$2,000,000 - $5,000,000 0.55
$5,000,000 - $10,000,000 0.50
$10,000,000 + Negotiable

 

Hourly Financial Planning Services

Financial Planning Services Fee
Hourly Rate $200.00 *
* Required time to complete plans are based on complexity

 

 

 

 

 

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