Our fee covers all of our services – comprehensive financial planning and investment management. The fee is computed as a percentage of the investments we are supervising, according to the following fee schedule:
- First $1,000,000 of investment assets 1.00% per year
- $1,000,001 but less than $4,000,000 of investment assets 0.8% per year
- Above $4,000,000 of investment assets 0.35% per year
