Today the only people who don't think markets work are the North Koreans, the Cubans and the stock pickers.”
- Rex Sinquefield
Fees
Portfolio Management Fees
| From | To | Annualized Fee* | |
|---|---|---|---|
| $0 | to | $1,000,000 | 0.90% (90 bps) |
| $1,000,001 | to | $2,000,000 | 0.75% (75 bps) |
| $2,000,001 | to | $5,000,000 | 0.60% (60 bps) |
| $5,000,001 | and | greater | Negotiable |
* Fees can be negotiated depending on individual circumstances.
Financial Planning Fees
Initial Consultation for Financial Planning clients is always free and without obligation. Consistent with our firm's policy toward full disclosure, all fees are capped and spelled out in writing before any planning services are performed. Planning fees are based solely on the time involved.
FURTHER INFORMATION
