RIA Fees

Registered Investment Advisory – RIA Fees
We publish our fee structure because we believe our fees are very competitive based on our technology, experience, and personal service.  Fees are based on the value of the assets held.  For complete details please request a copy of our Form ADV – Part 2A – Firm Brochure.

Assets Under Management Annual Fee (in arrears)
Up to $99,000 1.50%
$100,000 – $249,999 1.35%
$250,000 – $499,999 1.25%
$500,000 – $999,999 1.15%
$1,000,000 and over 1.00%