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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.

AUM Fee Structure

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