| |
|
|
| |
Fee Structure
We do not earn commissions on the sale of investment products.
There is no minimum balance requirement.
Our fee structure is as follows *:
• |
Up to $500,000 |
1.0% |
• |
$500,000 to $1,000,000 |
0.8% |
• |
Over $1,000,000 |
0.7% |
* Investment advisory fees are based on the average market value of assets under management, and calculated quarterly. |
|
|
