Most people don’t actually know how much they are paying for investment management or fund fees. And it is often much more than they realize.
Our fees are low, transparent, and aligned with our clients’ best interest. One simple fee includes investment advice, portfolio management, custody and trading. The schedule is as follows:
- First $1 Million:0.89%
For clients that invest $1 Million or more:
- First $3 Million:0.79%
- Next $2 Million:0.69%
- Next $5 Million:0.59%
- Over $10 Million:0.49%
Your assets are held at a world-class third party custodian. We pay them a fee based on assets instead of per trade. The result is you never pay a dime for trade commissions. This lowers your costs and allows us to make all trade decisions objectively, based on what is best for your portfolio.
This arrangement makes Tactical Weighting and Tax Optimization possible. We are excited to offer the type of service previously only available to institutions and ultra-high net worth individuals.