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How We Get Paid
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To manage your investments, we charge a percentage fee based on the amount we manage (see table below).
The fee also covers all financial planning, meetings, and servicing.
Our average client has a management fee of 0.85%. The feeĀ bands are a hard cutoff, so if your assets under management increased from $2,000,000 to $2,000,000.01, for example, your total management fee would drop from 0.95% to 0.80%.
We strive to continuously earn your business, so our clientsĀ are free toĀ fire us any month without penalty.
