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Investment Advisory


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
TierMinimum InvestmentMaximum InvestmentAnnual Percentage of Assets Charged
1$50,000.00$74,999.991.59%
2$75,000.00$149,999.991.49%
3$150,000.00$199,999.991.39%
4$200,000.00$499,999.991.25%
5$500,000.00$999,999.991.00%
6$1,000,000.00and above0.75%