Today the only people who don't think markets work are the North Koreans, the Cubans and the stock pickers.”
- Rex Sinquefield

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Portfolio Management Fees

From To Annualized Fee*
$0 to $1,000,000 0.90% (90 bps)
$1,000,001 to $2,000,000 0.75% (75 bps)
$2,000,001 to $5,000,000 0.60% (60 bps)
$5,000,001 and greater Negotiable

* Fees can be negotiated depending on individual circumstances.

Financial Planning Fees

Initial Consultation for Financial Planning clients is always free and without obligation. Consistent with our firm's policy toward full disclosure, all fees are capped and spelled out in writing before any planning services are performed. Planning fees are based solely on the time involved.


Fee Only