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Our Fees

Our Fees

Our fees are simple and transparent. 

As your assets grow, you pay lower rates.

On the first million dollars                               1.20%

On the next million dollars                              0.95%

On the next three million dollars                     0.75%

On amounts above five million dollars            0.50%

Our minimum asset size for a family is $500,000.

The fee rates we charge are based on the total amount we manage for your immediate family, including any corporate or trust accounts.  We do not earn remuneration from any source other than these client fees.  Our clients also pay the custodian a small custody fee and commissions on equity trades.  All costs are reported to you regularly.   

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