Corporate Retirement Plans
Our advisory fee is calculated as a percentage of assets, based on the following fee schedule: $0 - $1,000,000 @ .50% plus $1,000 annual fee $1,000,001 - $3,000,000 @ 0.40% $3,000,001 - $7,000,000 @ 0.30% $7,000,001 - $10,000,000 @ 0.30% Over $10,000,000 @ 0.20%
Wealth Management
Our annual advisory fee is a blended fee calculated as a percentage of assets, based on the following fee schedule. It covers both comprehensive financial planning and discretionary portfolio management. $0 - $1,000,000 @ 1.00% $1,000,001 - $3,000,000 @ 0.70% $3,000,001 - $7,000,000 @ 0.50% $7,000,001 - $10,000,000 @ 0.35% Over $10,000,000 @ 0.20%