Total Assets Under Management
Annual Advisory Fee
|$0 - $2,100,000||0.5% for assets in this level|
|$2,100,001 - $20,000,000||0.25% for assets in this level|
|$20,000,001 - $100,000,000||0.125% for assets in this level|
|$100,000,001 and up||0.0625% for assets in this level|
Investment accounts are held at Charles Schwab, and clients are able to view their accounts online through the Charles Schwab portal. We will work with Schwab to ensure your account transfers from other financial firms are as seamless as possible. Assets can often be transferred over to your Schwab account in kind.
For further information regarding fees, please refer to our Form ADV Part 2A, Items 5A-5D.