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Fee Schedule

Managed assets less than $500,000 may be subject to a flat fee or retainer-based pricing in lieu of asset based pricing highlighted in the schedule below.

How We Work

MinimumMaximumFee
$ -----$1,000,0001.00% (100 basis points)
$1,000,001$2,000,0000.90% (90 basis points)
$2,000,001$3,000,0000.85% (85 basis points)
$3,000,001$5,000,0000.75% (75 basis points)
Greater than $5,000,0000.50% (50 basis points)

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