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.