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.

For complete and updated information about our Investment programs and services, please refer to the Firm ADV Part 2A - Firm Brochure: