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.