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SERVICES,
FEES, AND MINIMUMS |
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Our wealth management services include
both financial planning and the ongoing
management of client investments. This integrated
service is covered by a single fee, calculated as a percentage of invested assets.
Minimum new account size is
$5,000,000. |
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0.80% per year on the first
$5,000,000, plus |
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0.50% per year for amounts
greater than
$5,000,000 up to
$10,000,000, plus |
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0.35% per year for amounts
greater than
$10,000,000 |
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