Wealth Management Fee Structure
It is pretty clear from our wealth management fees that we do not judge you by requiring a ridiculous minimum amount to get start with us; however, we do ask that you start with at least $1.We do not care about how much money you have, we care about you. You are more important to us than your money.
Assets Under Management | Annual Rate |
$1 or more | 1.35% |
Sample Fee Calculation:
Investments of $200,000
$200,000 @ 1.35%
Monthly Fee of $225 | Annual Fee of $2,700
Subject to $100 minimum monthly fee ($1,200 annually)
If you are looking for a caring financial firm and you are serious about your financial goals, we would love to hear from you. Please contact us and let us know how we can best serve you.
