Advisory Fees

Fee Schedule for Advisory Services:

Under $1,000,000 in investable assets will be charged .85%.

Investable assets $1,000,000 and over will be charged .65%.

The minimum to work with us is $250,000 of investable assets.

University 403(b) Advisory Fees:

               Under $1,000,00 in investable assets will be charged .70%.

               Investable assets $1,000,000 and over will be charged .50%.

There is no minimum asset level for university 403(b) advisory services. A maximum fee limit of $10,000 will apply at the relationship level.

Investment Management clients receive ongoing investment management and continued financial planning services.

Advisory fees are charged as an annual percentage of the total assets managed and billed quarterly in advance.

Accounts not managed utilizing the process and model portfolios discussed on this site may have higher or lower fees based on specific circumstances of the services being provided.  The fees will always be disclosed and approved by the client in advance.