In everything we do, clarity and transparency are at the core of our process. The same is true in our fee structure.
|
Tiered Portfolio Management Fees
| |
|---|---|
| 0 to $500,000 | 1.0% |
| $501,000- $1,000,000 | .85% |
| $1,000,0001- $2,000,000 | .80% |
| $2,000,0001- $3,000,000 | .75% |
| $3,000,0001- $4,000,000 | .70% |
| $4,000,0001- $5,000,000 | .60% |
| $5,000,0001 and Above | .50% |