Investment Advisory fees provide you with the following services:
- we will exercise continuous supervision of the assets under our management
- we will select, buy, monitor, and exchange mutual fund shares, or other securities in accordance with our understanding of your circumstances, objectives, market, economic data, and other applicable criteria
- we will apply due diligence to our process and carefully research and evaluate the individual investment securities
- you will receive a comprehensive, semi-annual performance review that will detail your entire portfolio's return
| Tier | Minimum Investment | Maximum Investment | Annual Percentage of Assets Charged |
|---|---|---|---|
| 1 | $50,000.00 | $74,999.99 | 1.59% |
| 2 | $75,000.00 | $149,999.99 | 1.49% |
| 3 | $150,000.00 | $199,999.99 | 1.39% |
| 4 | $200,000.00 | $499,999.99 | 1.25% |
| 5 | $500,000.00 | $999,999.99 | 1.00% |
| 6 | $1,000,000.00 | and above | 0.75% |
