Menu -->

Fees & Compensation

(iii) Independent Money Managers:

Independent Money Managers will adhere to the following pricing schedule:

  Assets Under Management
  Annual Net Fee Assessed *
First $500,000
Next $500,000
Over $1,000,000

*Our firm’s fees are generally not negotiable. Further, our firm’s fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.