Management Fees

Our fee schedule is fully detailed in our Financial Advisory Agreement "Schedule A," which will be provided should you choose to become a client. Our fees are based upon the amount of assets managed as well as the respective Management Program selected. If your assets are held in custody at Fidelity or Schwab, management fees are paid in advance on a quarterly basis and deducted directly from your investment account.

Account Minimums and Fees are available upon request.