Fee Calculator
Calculate your investment management fees with our transparent, tiered pricing structure.
Portfolio Value
$50K$5M
Fee Structure:
First $200,0001.00%
Next $300,0000.75%
Next $500,0000.50%
Next $1,000,0000.35%
Next $3,000,0000.25%
Next $5,000,0000.20%
Over $10,000,000Negotiable
- Minimum: $1,000/year
Your Investment Fees
$0.00
Annual Fee
0.000% of portfolio
$0.00
Quarterly
$0.00
Monthly
What's Included:
- •Professional portfolio management
- •Regular rebalancing and monitoring
- •Quarterly performance reports
- •Tax-loss harvesting
- •Ongoing financial planning support
Why Our Fee Structure Makes Sense
Transparent
No hidden fees or surprise charges. You know exactly what you're paying.
Fair
Tiered structure means larger portfolios pay lower percentage fees.
Aligned
We only succeed when your portfolio grows. Our interests are aligned.
Important Notes:
- • Fees are calculated quarterly and deducted from your account
- • Planning services may be included for asset management clients
- • No setup fees, account minimums, or termination charges
- • Custodial fees (if any) are separate and paid directly to custodian
- • This calculator provides estimates; actual fees may vary based on account type