What We Charge*
|
Assets Under Management (AUM) |
AUM % |
|---|---|
|
$0-$250K |
1.25% |
| $250K-$1M | 1.00%
|
|
$1M- $2M |
0.85% |
|
$2M-$3M |
0.75% |
|
$3M-$5M |
0.65% |
|
$5M-$10M |
0.50% |
| $10M+ | 0.35% |
*We believe in full transparency which is why we are posting our advisory fee here.