Ongoing financial planning & investment management
Our fee schedule is as follows:
Assets Under Management | Advisory Cost | Billable Assets | Non-Billable Assets |
The first $1 million of assets under management | 1.0% |
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The next $4 million of assets under management | 0.8% | ||
The next $5 million of assets under management | 0.6% | ||
The next $5 million of assets under management | 0.4% | ||
All remaining assets under management | 0.2% |
Our minimum fee is $5,000. This would apply for clients with assets under management lower than $500,000.