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Institutional
Advisory Fees:
- We have no
set asset-minimum
for managed accounts, but
the minimum fee of $2,000 per year billed at $500
per quarter, typically makes sense beginning at $150K to $200K of managed assets
- The fee
schedule is as follows:
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- First $1 million is billed at 0.25% per quarter
- The next $4 million is billed at 0.225% per quarter
- Amounts over $5 million are billed at 0.20% per quarter
For
a Brochure describing our Institutional Services:
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