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Portfolio Management Fees

Our investment advisory practice is fee-only. Our annual advisory fees are calculated simply as a percentage of your assets under management. Our fees are not based on trading activity or commissions. The table below reflects what our fees may look like for you.

Assets Under Management
Annual Fee
$0 - $1,000,000
1.00%
$1,000,000 - $5,000,000
0.75%
$5,000,000 +
0.50%


Management fees are paid quarterly and in arrears. We use an average of the daily balance in the client’s account throughout the billing period, after taking into account deposits and withdrawals, for purposes of determining the market value of the assets upon which the advisory fee is based. Under the average daily balance method, each day’s balance for the quarter is summed then divided by the number of days in the quarter, to compute the average daily balance. Management fees are withdrawn directly from the account on a quarterly basis. For more information please email us for a copy of our agreement.