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How much does investment management cost?
Fees are charged on a tiered basis per the schedule below. We have no account size minimum, but due to basic administrative costs, our minimum quarterly fee for a household is $200. For instance, a married couple’s IRAs, joint account and child’s custodial account would all count toward a single household. For those just starting to build their investment portfolio, or who otherwise find the minimum fee prohibitive, we also offer hourly investment advice that you can then implement on your own.
Fee Schedule
1.00% Up to $100,000
0.90% $100,001-$500,000
0.75% $500,001-$1,000,000
0.60% Above $1,000,000