FINANCIAL ADVISOR FEES

Transparency and clarity from our wealth management fees to our financial services process.

OUR FEES

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.

BLENDED TIERED FEE SCHEDULE (Accounts Greater than $500K)

Account Value	Advisory Fee
$500,001 to $1MM	1.00%
$1.001 to $2MM	0.85%
$2.001 - $3MM	0.75%
$3.001 - $4MM	0.65%
$4.001 - $5MM	0.60%
$5.001 to $7.5MM	0.55%
$7.501 to $10MM	0.52%
$10.001 to $15MM	0.49%
$15.001 to $20MM	0.46%
$20.001 to $30MM	0.43%
$30.001 to $40MM	0.41%
$40.001 to $50MM	0.39%
$50.001 +	0.37%

FLAT FEE RATE (Accounts Less than or equal to $500K)

Account Value	Advisory Fee
$0 - $500,000	1.25%