Fee Schedule
For portfolios with a mix of individual equities, mutual funds and/or ETFs
| Assets Under Management | Annual Fee |
|---|---|
| $250,000 to $500,000 | 1.25% |
| $500,001 to $2,000,000 | 1.10% |
| $2,000,001 to $5,000,000 | 0.90% |
| $5,000,001 and above | negotiable |
For portfolios with mutual funds and/or ETFs only
| Assets Under Management | Annual Fee |
|---|---|
| $250,000 to $500,000 | 1.10% |
| $500,001 to $2,000,000 | 0.95% |
| $2,000,001 to $5,000,000 | 0.75% |
| $5,000,001 and above | negotiable |