Investment Management Fees

We generally charge no more than 85 basis points (0.85%) per annum for investment management services.

 

Financial Planning Fees

We charge between $3,000 and $10,000 to prepare a comprehensive financial plan. The actual fee will depend upon the complexity of the situation and the needs of the client.

 

Minimum Account Size

Our minimum account opening balance is $1,000,000; however, this minimum may be waived or modified at our discretion.