Fees Overview
From a one-time review of your account to implementing a 401k plan for your employees to on-going portfolio management and comprehensive financial planning we offer a range of services to match your needs. In certain circumstances, fees may be negotiated. Actual fees may be higher or lower depending upon each client’s specific situation and the services they select. Investors should note that the deductions of fees will impact overall account returns.
Household Fee
For clients that wish to have on-going Portfolio Management and Financial Planning.
Investment advisory fees are payable monthly, in arrears, and is calculated as a percentage of the Client’s assets under management, including all cash and other assets in the Account(s) (the “Account Value”). The fee is calculated as follows: [Account Value at month end] x [annual rate] / [number of days in the year] x [the number of days in the prior month].