Investment Management Fees

Tiered Advisor Fee Schedule

Includes access to advisor, portfolio review & management and annual review meetings.
Platform and investment fund fees additional

$0 – 49,999.99
$50,000 – 99,999.99
$100,000 – 499,999.99
$500,000 – 999,999.99
$1,000,000 – 1,999,999.99
$2,000,000 – 4,999,999.99
$5,000,000+

1.00%
0.90%
0.80%
0.75%
0.60%
0.35%
0.25%

Financial Planning Memberships