As a fee-based private wealth management firm, the value we offer entails more than just investment advice. Our advice encompasses deep relationships, holistic planning, and our commitment to a high level of service.
| HOUSEHOLD INVESTMENTS |
| ANNUAL ADVISORY |
| Less than $500,000 |
| 1.25% |
| $500,00 to $999,999 |
| 1.10% |
| $1,000,000 to $2,500,000 |
| 0.90% |
| $2,500,001 to $5,000,000 |
| 0.75% |
| $5,000,001 to $9,999,999 |
| 0.70% |
| $10,000,000 to $19,999,999 |
| 0.65% |
| Over $20,000,000 |
| 0.50% |
| HOUSEHOLD INVESTMENTS |
| ANNUAL ADVISORY FEE RATE |
| $20,000,000 – $39,999,999 |
| 0.50% |
| $40,000,000 to $59,999,999 |
| 0.45% |
| $60,000,000 to $79,999,999 |
| 0.40% |
| $80,000,000 to $99,999,999 |
| 0.35% |
| Over $100,000,000 |
| 0.30% |
As a fee-based private wealth management firm, the value we offer entails more than just investment advice. Our advice encompasses deep relationships, holistic planning, and our commitment to a high level of service.