Our Fees

We specialize in the long-term investment needs individuals and we prefer an account minimum of $250,000.

Our fee schedule for advisory services per annum is as follows:

 

First $250,000

1.8% 
Next $250,000 to $500,000  1.0% 
Next $500,000 to $1,000,000  0.8% 
Then $1,000,000 and above 0.6% 
   

 


 

 

This website is for information purposes only, and does not constitute a complete description of our services or performance.  This information contained in this website is not a solicitation to sell securities or investment advisor services where such an offer would not be legal.  Information on this site, whether it be charts, articles, research papers or any statement regarding markets or other financial information is obtained from sources we believe to be reliable.  Finally, past performance is never a guarantee of future performance.