Fees

Our investment management fees start at less than 1% annually and drop from there. If you shop around you may find our 0.8% fee attractive for a globally diversified portfolio featuring dividend-paying stocks, closed-end funds, and individual corporate bonds.

On the fund side, our use of exchange-traded funds result in a much lower expense ratio than most traditionally managed mutual funds.

Finally, none of the investments we purchase for clients generate referral income to our firm, which make our recommendations conflict-free.

 

Portfolio Fee Schedule:*

Money Invested              Annual % Rate

First $2,000,000                                0.80

$2,000,001 to $5,000,000                0.70

Above $5,000,000                             0.55

 

*The fees appearing above do not include fees and expenses that may be charged by the account custodian. These include, but are not limited to, commissions, bid/ask spreads, transaction fees, redemption and short-term trading fees, and account maintenance fees.

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