Fees
Fees
We believe in earning our keep, therefore our clients can choose between the regular fee structure based on the size of the account or a *performance based fee structure. Our fees are structured so we do better when you do better.
Option 1: Assets-Under-Management (AUM) Fee Structure
| Assets-Under-Management (AUM) | Fee |
|---|---|
| Up to $5 million | 1.50% |
| $5 million to $10 million | 1.00% |
| $10 million to $25 million | 0.50% |
| $25 million plus | 0.25% |
Option 2: Performance Based Fee Structure
*Account minumum of $1.1 million required for performance based fee structure.| Assets-Under-Management (AUM) | Fee |
|---|---|
| $1.1 million plus | 10% of the yearly portfolio performance above an agreed upon benchmark |