Fees & Minimums
SERVICES, FEES, AND MINIMUMS
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.
Our minimum new account size is $3,000,000.
Your Financial Assets
- 1.00% per year on the first $5,000,000, plus
- 0.50% per year for amounts greater than $5,000,000 up to $10,000,000, plus
- 0.35% per year for amounts greater than $10,000,000