Ongoing Asset Management
This service is for people who prefer to have us handle the day-to-day portfolio management. Fees are in addition to the cost of the financial plan needed to set up the portfolio.
We recommend, but do not require, an account size of $250,000 for our investment supervisory services.
- $0 to $500,000: 0.75%
- $501,000-$1,000,000: 0.6%
- $1,000,001 to $2,000,000: 0.3%
- $2,000,001 and above: negotiable.
Other fees may apply. Please refer to our Form ADV 2A Disclosure Brochure for more information on asset management services and fees.