We use a common methodology for determining client fees that's typically referred to as a 'Blended-Tier' fee schedule. This means that every $1MM invested with our firm will be charged at an increasingly lower fee for that million, resulting in lower net fees as your accounts grow over time. As an example, your first $1MM would be charged a 1% fee, however the second $1MM would be charged at 0.85%, resulting in a net annual fee of 0.92%. There are no commissions, maintenance charges, trading fees, or other transaction costs assessed on your accounts.  Click below to see how it works: