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Professional Service Fee Schedule

We have done our best to keep our fees very competitive in an effort to deliver more return to you, our client.

Below are our current annual fees for providing professional financial advisory services.  They are charged quarterly in advance based on the value of the account(s) at the end of the prior calendar quarter.

Value of Account                                         Annual Fee

Up to $500,000                                                    0.90%
$500,001 – $1,000,000                                        0.90%
$1,000,001 – $2,000,000                                     0.90%
$2,000,001 – $5,000,000                                     0.80%
$5,000,001 +                                                      negotiable