Fee-based investment advisory clients
Below is our general fee schedule. However, note that the specific way we charge is established in your written agreement with us. In consideration of our services hereunder, you will pay us a fee quarterly. Lower fees for comparable services may be available from other sources.
*Annual fee is charged over a four-quarter period. (Example: 1.00% / 4 = 0.25% quarterly.)
Although some clients pay different fees, based upon their contract fee schedules, we will not treat higher-paying clients more favorably. Fees are due and payable on the first day of each calendar quarter and are generally deducted from your accounts.
New clients will be billed quarterly in arrears, using an average daily balance calculation.