Our managed account fee is based on the value of assets under our management.

• 1.0% of the first million ($1M)
• 0.8% for the next two million ($1-3M)
• 0.7% for the next two million ($3-5M)
• 0.6% for the next five million ($5-10M)
• 0.5% for the next fifteen million ($10-25M)
• 0.4% for the remainder ($25M+)

Our minimum annual fee for services is $10,000. All billing is quarterly in advance.

Although we recommend an ongoing relationship, we also offer an hourly fee of $500 per hour for non-managed accounts.

We receive no other form of compensation.