Investment Management

Traditional

Advisor*

From 1%

Best for:

Families

& Retirees

Automated

Online**

50% Discount

Best for:

Simplicity

& Tech Savvy

*Discounts apply at $1 million. The % fee is divided by 12, multiplied by your balance, and then deducted from your accounts on a monthly basis until the relationship ends by either party. We use a 3rd party custodian for safekeeping & assurance allowing you to leave or end the relationship at anytime. Potential brokerage charges and expense ratios may apply. Your advisor will work with you to uncover all relevant information.

Fee Calculation Examples:

$250k balance: monthly fee is approx. $208

(1.0% / 12 months X $250k = $208)

$10mil balance: monthly fee is approx. $3,750

(0.45% / 12 months X $10mil = $3,750)

**Further discounts apply at $1 million. Please be tax conscientious and aware that while you can contact us for help, this type of service is designed for those comfortable using an online interface. Expenses ratios (weight adjusted between 5-20 basis points) and other potential brokerage charges may apply. Every account has a cash allocation for short-term liquidity, fee deduction, and as a part overall portfolio diversification.

Fee Calculation Examples:

$250k balance: monthly fee is approx. $104

(1% x 50% discount = 0.50% / 12 months x $250k = $104)

$10mil balance: monthly fee is approx. $1,875

(0.45% x 50% discount = 0.225% / 12 months x $10mil = $1,875)