How We Price Our Services

We use a tiered pricing model with the current schedule below:

1.50% for assets less than $250,000

1.25% for assets more than $250,000 but less than $500,000

1.00% for assets more than $500,000 but less than $1,000,000

0.75% for assets more than $1,000,000 but less than $2,000,000

0.50% for assets more than $2,000,000 but less than $10,000,000

0.35% for assets over $10,000,000 and above.

Fees are negotiable based upon the scope of work to be completed and are typically deducted directly from the assets managed. We can also accommodate a direct billing model in which clients pay directly with a check.

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