Transparent Fee Structure
Comprehensive Wealth Management
Investment Management
(Yearly Fees)
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1% of Investable Assets up to $2,000,000
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0.75% of Investable Assets between $2,000,001 and $5,000,000
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0.5% of Investable above $5,000,001
* Ongoing quarterly fee is based on complexity and is reduced by the investment management fee.
Example: If your quarterly investment management fee is $500, a quarterly financial planning fee of $1,000 will be reduced to $500.