In everything we do, clarity and transparency are at the core of our process. The same is true in our fee structure.
In addition to the annual management fee, PPS Custom Program clients may pay transaction charges, administrative charges, and miscellaneous account fees and charges, as described in the Master Services Agreement (MSA) or PPS Client Agreement (as applicable) and Commonwealth’s ADV Part 2A Brochure.
Tiered Portfolio Management Fees
| |
|---|---|
| First $1,000,000 | 1.0% |
| Next $1,000,000 | .90% |
| Next $1,000,000 | .80% |
| Next $1,000,000 | .70% |
| Next $1,000,000 | .60% |
| Above $5,000,000 | .50% |